Stifel Financial
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Stifel Financial’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Stifel Financial’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 		$2.91M Buy
38,071
+927
+2% +$70.7K ﹤0.01% 1788
2026
Q1 		$2.7M Buy
37,144
+14,560
+64% +$1.08M ﹤0.01% 1742
2025
Q4 		$1.52M Buy
22,584
+7,202
+47% +$480K ﹤0.01% 2142
2025
Q3 		$1M Buy
+15,382
New +$968K ﹤0.01% 2390
2025
Q1 		– Sell
-7,815
Closed -$404K – 3475
2024
Q4 		$404K Sell
7,815
-3,992
-34% -$209K ﹤0.01% 2798
2024
Q3 		$641K Sell
11,807
-455
-4% -$23.7K ﹤0.01% 2519
2024
Q2 		$632K Buy
12,262
+7,608
+163% +$402K ﹤0.01% 2466
2024
Q1 		$257K Sell
4,654
-526
-10% -$27.7K ﹤0.01% 2991
2023
Q4 		$261K Sell
5,180
-5,894
-53% -$291K ﹤0.01% 2918
2023
Q3 		$551K Buy
+11,074
New +$552K ﹤0.01% 2444
2022
Q4 		– Sell
-21,450
Closed -$810K – 3320
2022
Q3 		$810K Buy
21,450
+721
+3% +$29.7K ﹤0.01% 2116
2022
Q2 		$856K Buy
+20,729
New +$927K ﹤0.01% 2116
2015
Q3 		– Sell
-5,144
Closed -$258K – 2292
2015
Q2 		$258K Buy
5,144
+805
+19% +$41.1K ﹤0.01% 2035
2015
Q1 		$217K Buy
+4,339
New +$207K ﹤0.01% 2073

Other funds holding FJP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
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

Stifel Financial's FJP Position: Q2 2026 in Review

Stifel Financial increased its First Trust Japan AlphaDEX Fund (FJP) stake by 2.5% in Q2 2026, buying an estimated $70.7K and bringing the position to 38,071 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Stifel Financial first reported a position in FJP in Q1 2015 and has held it in 14 quarters since. 102 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

  • Stifel Financial held 38,071 shares of First Trust Japan AlphaDEX Fund worth $2.91M as of Q2 2026.
  • Stifel Financial bought 927 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $70.7K.
  • First Trust Japan AlphaDEX Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1788 holding.
  • Stifel Financial first reported a position in First Trust Japan AlphaDEX Fund in Q1 2015 and has held it in 14 quarters since.
  • 102 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.