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Stratos Wealth Partners’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Stratos Wealth Partners’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
-5,881
Closed -$324K – 1399
2024
Q1 		$324K Buy
+5,881
New +$310K 0.01% 1072
2018
Q4 		– Sell
-100
Closed -$6K – 1395
2018
Q3 		$6K Buy
+100
New +$5.53K ﹤0.01% 2381
2018
Q2 		– Sell
-100
Closed -$6K – 1522
2018
Q1 		$6K Hold
100
– – ﹤0.01% 2536
2017
Q4 		$6K Buy
+100
New +$5.8K ﹤0.01% 2325

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

Stratos Wealth Partners's FJP Position: Q2 2024 in Review

Stratos Wealth Partners sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2024, closing a stake of 5,881 shares — an estimated $324K sold.

Stratos Wealth Partners first reported a position in FJP in Q4 2017 and held it in 4 quarters. The position peaked at $324K in Q1 2024. 72 funds tracked by Wall St. Rank hold FJP as of Q2 2024.

  • Stratos Wealth Partners reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,881 First Trust Japan AlphaDEX Fund shares in Q2 2024, an estimated $324K.
  • Stratos Wealth Partners first reported a position in First Trust Japan AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's First Trust Japan AlphaDEX Fund position peaked at $324K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.