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Synergy Investment Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Synergy Investment 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
2026
Q2 		$55.9K Hold
733
– – 0.01% 362
2026
Q1 		$53.2K Buy
+733
New +$54.3K 0.02% 277
2025
Q2 		– Sell
-1,390
Closed -$76.2K – 249
2025
Q1 		$76.2K Hold
1,390
– – 0.03% 185
2024
Q4 		$71.8K Buy
+1,390
New +$72.7K 0.03% 202

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

Synergy Investment Management's FJP Position: Q2 2026 in Review

Synergy Investment Management held its First Trust Japan AlphaDEX Fund (FJP) position steady in Q2 2026 at 733 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #362.

Synergy Investment Management first reported a position in FJP in Q4 2024 and has held it in 4 quarters since. The position peaked at $76.2K in Q1 2025. 102 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

  • Synergy Investment Management held 733 shares of First Trust Japan AlphaDEX Fund worth $55.9K as of Q2 2026.
  • Synergy Investment Management left its First Trust Japan AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Japan AlphaDEX Fund made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #362 holding.
  • Synergy Investment Management first reported a position in First Trust Japan AlphaDEX Fund in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's First Trust Japan AlphaDEX Fund position peaked at $76.2K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.