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SignalPoint Asset Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

SignalPoint Asset 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
2024
Q4 		$661K Sell
12,793
-1,662
-11% -$87K 0.16% 114
2024
Q3 		$773K Sell
14,455
-2,304
-14% -$120K 0.18% 109
2024
Q2 		$863K Buy
16,759
+3,302
+25% +$174K 0.23% 93
2024
Q1 		$744K Sell
13,457
-300
-2% -$15.8K 0.2% 102
2023
Q4 		$693K Sell
13,757
-95
-0.7% -$4.68K 0.2% 100
2023
Q3 		$689K Sell
13,852
-92
-0.7% -$4.58K 0.22% 94
2023
Q2 		$669K Sell
13,944
-20
-0.1% -$928 0.2% 99
2023
Q1 		$633K Sell
13,964
-71
-0.5% -$3.12K 0.2% 97
2022
Q4 		$596K Sell
14,035
-239
-2% -$9.64K 0.21% 101
2022
Q3 		$538K Sell
14,274
-142
-1% -$5.84K 0.21% 99
2022
Q2 		$595K Buy
14,416
+35
+0.2% +$1.56K 0.22% 101
2022
Q1 		$710K Sell
14,381
-377
-3% -$18.5K 0.23% 99
2021
Q4 		$735K Sell
14,758
-3,533
-19% -$180K 0.22% 98
2021
Q3 		$970K Sell
18,291
-63
-0.3% -$3.3K 0.31% 80
2021
Q2 		$939K Sell
18,354
-56
-0.3% -$2.95K 0.31% 82
2021
Q1 		$984K Buy
18,410
+502
+3% +$26.6K 0.35% 78
2020
Q4 		$924K Sell
17,908
-740
-4% -$36.8K 0.35% 71
2020
Q3 		$910K Sell
18,648
-956
-5% -$45.3K 0.38% 62
2020
Q2 		$899K Sell
19,604
-910
-4% -$39.9K 0.4% 60
2020
Q1 		$828K Sell
20,514
-1,633
-7% -$75.2K 0.44% 53
2019
Q4 		$1.11M Buy
22,147
+675
+3% +$33.9K 0.47% 53
2019
Q3 		$1.03M Buy
21,472
+753
+4% +$35.5K 0.46% 55
2019
Q2 		$998K Buy
20,719
+37
+0.2% +$1.8K 0.48% 57
2019
Q1 		$1.03M Sell
20,682
-224
-1% -$11.1K 0.45% 56
2018
Q4 		$1M Buy
20,906
+1,514
+8% +$78.8K 0.49% 51
2018
Q3 		$1.12M Hold
19,392
– – 0.5% 52
2018
Q2 		$1.07M Buy
19,392
+2
+0% +$116 0.51% 49
2018
Q1 		$1.14M Sell
19,390
-191
-1% -$11.4K 0.55% 48
2017
Q4 		$1.17M Buy
19,581
+16
+0.1% +$928 0.57% 46
2017
Q3 		$1.08M Sell
19,565
-13,286
-40% -$714K 0.55% 50
2017
Q2 		$1.72M Sell
32,851
-955
-3% -$49.3K 0.47% 62
2017
Q1 		$1.72M Buy
33,806
+686
+2% +$34.4K 0.48% 61
2016
Q4 		$1.58M Sell
33,120
-1,938
-6% -$94.1K 0.41% 59
2016
Q3 		$1.73M Buy
35,058
+11,531
+49% +$542K 0.46% 51
2016
Q2 		$1.07M Sell
23,527
-1,698
-7% -$78K 0.45% 50
2016
Q1 		$1.15M Sell
25,225
-19,014
-43% -$833K 0.49% 48
2015
Q4 		$2.09M Sell
44,239
-5,171
-10% -$248K 0.91% 29
2015
Q3 		$2.21M Buy
49,410
+717
+1% +$34.4K 1% 27
2015
Q2 		$2.43M Hold
48,693
– – 1.01% 29
2015
Q1 		$2.43M Buy
48,693
+26,999
+124% +$1.29M 1.01% 29
2014
Q4 		$979K Buy
21,694
+5,903
+37% +$266K 0.44% 60
2014
Q3 		$737K Buy
15,791
+1,170
+8% +$56K 0.36% 66
2014
Q2 		$700K Sell
14,621
-716
-5% -$32K 0.31% 71
2014
Q1 		$671K Buy
15,337
+3,259
+27% +$146K 0.31% 69
2013
Q4 		$564K Buy
12,078
+4,154
+52% +$189K 0.26% 85
2013
Q3 		$365K Buy
+7,924
New +$350K 0.23% 78

Other funds holding FJP

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return

SignalPoint Asset Management's FJP Position: Q4 2024 in Review

SignalPoint Asset Management reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 11% in Q4 2024, selling an estimated $87K and leaving 12,793 shares worth $661K. The position accounts for 0.16% of the portfolio, ranked #114.

SignalPoint Asset Management first reported a position in FJP in Q3 2013 and has held it in 46 quarters since. The position peaked at $2.43M in Q2 2015. 80 funds tracked by Wall St. Rank hold FJP as of Q4 2024.

  • SignalPoint Asset Management held 12,793 shares of First Trust Japan AlphaDEX Fund worth $661K as of Q4 2024.
  • SignalPoint Asset Management sold 1,662 First Trust Japan AlphaDEX Fund shares in Q4 2024, an estimated $87K.
  • First Trust Japan AlphaDEX Fund made up 0.16% of SignalPoint Asset Management's portfolio in Q4 2024, its #114 holding.
  • SignalPoint Asset Management first reported a position in First Trust Japan AlphaDEX Fund in Q3 2013 and has held it in 46 quarters since.
  • SignalPoint Asset Management's First Trust Japan AlphaDEX Fund position peaked at $2.43M in Q2 2015.
  • 80 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.