Rockefeller Capital Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Rockefeller Capital Management’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
2026 Q2	$39.1K	Buy	512 +12	+2%	+$915	﹤0.01%	3476
2026 Q1	$36.4K	Hold	500	–	–	﹤0.01%	3435
2025 Q4	$33.6K	Buy	500 +14	+3%	+$934	﹤0.01%	3261
2025 Q3	$31.7K	Buy	+486	New	+$30.6K	﹤0.01%	3125
2023 Q1	–	Sell	-451	Closed	-$19K	–	2636
2022 Q4	$19K	Buy	451 +2	+0.4%	+$81	﹤0.01%	2823
2022 Q3	$16K	Hold	449	–	–	﹤0.01%	2866
2022 Q2	$18K	Buy	449 +8	+2%	+$358	﹤0.01%	2801
2022 Q1	$21K	Hold	441	–	–	﹤0.01%	2698
2021 Q4	$22K	Buy	441 +6	+1%	+$306	﹤0.01%	2598
2021 Q3	$23K	Hold	435	–	–	﹤0.01%	2519
2021 Q2	$22K	Buy	435 +4	+0.9%	+$211	﹤0.01%	2449
2021 Q1	$23K	Hold	431	–	–	﹤0.01%	2219
2020 Q4	$22K	Buy	+431	New	+$21.4K	﹤0.01%	1964

Other funds holding FJP

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

Rockefeller Capital Management's FJP Position: Q2 2026 in Review

Rockefeller Capital Management increased its First Trust Japan AlphaDEX Fund (FJP) stake by 2.4% in Q2 2026, buying an estimated $915 and bringing the position to 512 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

Rockefeller Capital Management first reported a position in FJP in Q4 2020 and has held it in 13 quarters since. 102 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

Rockefeller Capital Management held 512 shares of First Trust Japan AlphaDEX Fund worth $39.1K as of Q2 2026.
Rockefeller Capital Management bought 12 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $915.
First Trust Japan AlphaDEX Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3476 holding.
Rockefeller Capital Management first reported a position in First Trust Japan AlphaDEX Fund in Q4 2020 and has held it in 13 quarters since.
102 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.