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RPg Family Wealth Advisory’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-13,763
Closed -$759K – 113
2024
Q1 		$759K Sell
13,763
-1,078
-7% -$56.8K 0.24% 76
2023
Q4 		$748K Buy
+14,841
New +$732K 0.28% 78
2022
Q2 		– Sell
-9,422
Closed -$465K – 156
2022
Q1 		$465K Hold
9,422
– – 0.2% 82
2021
Q4 		$469K Hold
9,422
– – 0.19% 81
2021
Q3 		$500K Hold
9,422
– – 0.21% 79
2021
Q2 		$482K Buy
+9,422
New +$496K 0.2% 85
2020
Q4 		$486K Sell
9,422
-44
-0.5% -$2.19K 0.23% 74
2020
Q3 		$462K Sell
9,466
-83
-0.9% -$3.93K 0.24% 73
2020
Q2 		$438K Hold
9,549
– – 0.27% 72
2020
Q1 		$385K Buy
9,549
+362
+4% +$16.7K 0.3% 63
2019
Q4 		$463K Sell
9,187
-995
-10% -$49.9K 0.27% 70
2019
Q3 		$487K Sell
10,182
-22
-0.2% -$1.04K 0.3% 67
2019
Q2 		$491K Sell
10,204
-222
-2% -$10.8K 0.29% 66
2019
Q1 		$519K Buy
10,426
+10,164
+3,879% +$505K 0.31% 68
2018
Q4 		$12.6K Buy
+262
New +$13.6K 0.01% 206
2018
Q2 		– Sell
-1,119
Closed -$65.9K – 252
2018
Q1 		$65.9K Sell
1,119
-338
-23% -$20.2K 0.05% 91
2017
Q4 		$87.3K Sell
1,457
-249
-15% -$14.4K 0.07% 71
2017
Q3 		$94.4K Buy
1,706
+239
+16% +$12.8K 0.08% 79
2017
Q2 		$76.7K Sell
1,467
-1,865
-56% -$96.2K 0.07% 98
2017
Q1 		$170K Buy
3,332
+2,036
+157% +$102K 0.14% 54
2016
Q4 		$61.7K Buy
+1,296
New +$62.9K 0.05% 105

Other funds holding FJP

First Trust Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RPg Family Wealth Advisory's FJP Position: Q2 2024 in Review

RPg Family Wealth Advisory sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2024, closing a stake of 13,763 shares — an estimated $759K sold.

RPg Family Wealth Advisory first reported a position in FJP in Q4 2016 and held it in 21 quarters. The position peaked at $759K in Q1 2024. 72 funds tracked by Wall St. Rank hold FJP as of Q2 2024.

  • RPg Family Wealth Advisory reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 13,763 First Trust Japan AlphaDEX Fund shares in Q2 2024, an estimated $759K.
  • RPg Family Wealth Advisory first reported a position in First Trust Japan AlphaDEX Fund in Q4 2016 and held it in 21 quarters.
  • RPg Family Wealth Advisory's First Trust Japan AlphaDEX Fund position peaked at $759K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.