Triad Wealth Partners
FJP icon

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

Triad 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
2026
Q3 		$207K Sell
2,645
-153
-5% -$11.7K 0.01% 537
2026
Q2 		$209K Sell
2,798
-4,371
-61% -$333K 0.01% 542
2026
Q1 		$520K Sell
7,169
-133
-2% -$9.8K 0.04% 269
2025
Q4 		$491K Buy
+7,302
New +$487K 0.05% 272

Other funds holding FJP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Guild Investment Management
Guild Investment Management Los Angeles, California $157M AUM 19.25% 1-Year Est. Return
NA
Nearside Advisors Indianapolis, Indiana $140M AUM
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Triad Wealth Partners's FJP Position: Q3 2026 in Review

Triad Wealth Partners reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 5.5% in Q3 2026, selling an estimated $11.7K and leaving 2,645 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #537.

Triad Wealth Partners first reported a position in FJP in Q4 2025 and has held it in 4 quarters since. The position peaked at $520K in Q1 2026. 64 funds tracked by Wall St. Rank hold FJP as of Q3 2026.

  • Triad Wealth Partners held 2,645 shares of First Trust Japan AlphaDEX Fund worth $207K as of Q3 2026.
  • Triad Wealth Partners sold 153 First Trust Japan AlphaDEX Fund shares in Q3 2026, an estimated $11.7K.
  • First Trust Japan AlphaDEX Fund made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #537 holding.
  • Triad Wealth Partners first reported a position in First Trust Japan AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's First Trust Japan AlphaDEX Fund position peaked at $520K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.