Retirement Group’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Retirement Group’s Portfolio FJP Stock Details FJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$827	Hold	15	–	–	﹤0.01%	737
2023 Q4	$756	Hold	15	–	–	﹤0.01%	721
2023 Q3	$746	Hold	15	–	–	﹤0.01%	656
2023 Q2	$720	Hold	15	–	–	﹤0.01%	695
2023 Q1	$1K	Hold	15	–	–	﹤0.01%	634
2022 Q4	$1K	Buy	+15	New	+$605	﹤0.01%	572
2022 Q3	–	Sell	-15	Closed	-$1K	–	592
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	678
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	680
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	657
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	571
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	609
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	674
2020 Q4	$0	Hold	15	–	–	﹤0.01%	675
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	602
2020 Q2	$1K	Buy	+15	New	+$657	﹤0.01%	586
2019 Q4	$1K	Buy	+15	New	+$753	﹤0.01%	589

Other funds holding FJP

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return

Retirement Group's FJP Position: Q1 2024 in Review

Retirement Group held its First Trust Japan AlphaDEX Fund (FJP) position steady in Q1 2024 at 15 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Retirement Group first reported a position in FJP in Q4 2019 and has held it in 16 quarters since. The position peaked at $1K in Q1 2023. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2024.

Retirement Group held 15 shares of First Trust Japan AlphaDEX Fund worth $827 as of Q1 2024.
Retirement Group left its First Trust Japan AlphaDEX Fund share count unchanged in Q1 2024.
First Trust Japan AlphaDEX Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #737 holding.
Retirement Group first reported a position in First Trust Japan AlphaDEX Fund in Q4 2019 and has held it in 16 quarters since.
Retirement Group's First Trust Japan AlphaDEX Fund position peaked at $1K in Q1 2023.
74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.