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Steward Partners Investment Advisory’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Steward Partners Investment 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
2025
Q2 		– Sell
-175
Closed -$9.59K – 4168
2025
Q1 		$9.59K Buy
+175
New +$9.38K ﹤0.01% 3116

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Envestnet Asset Management
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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Steward Partners Investment Advisory's FJP Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2025, closing a stake of 175 shares — an estimated $9.59K sold.

Steward Partners Investment Advisory first reported a position in FJP in Q1 2025 and held it in 1 quarter. The position peaked at $9.59K in Q1 2025. 78 funds tracked by Wall St. Rank hold FJP as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 175 First Trust Japan AlphaDEX Fund shares in Q2 2025, an estimated $9.59K.
  • Steward Partners Investment Advisory first reported a position in First Trust Japan AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's First Trust Japan AlphaDEX Fund position peaked at $9.59K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.