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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
Q2 		$209K Sell
2,798
-4,371
-61% -$333K 0.01% 542
2026
Q1 		$520K Sell
7,169
-133
-2% -$9.85K 0.04% 269
2025
Q4 		$491K Buy
+7,302
New +$487K 0.05% 272

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

Triad Wealth Partners's FJP Position: Q2 2026 in Review

Triad Wealth Partners reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 61% in Q2 2026, selling an estimated $333K and leaving 2,798 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #542.

Triad Wealth Partners first reported a position in FJP in Q4 2025 and has held it in 3 quarters since. The position peaked at $520K in Q1 2026. 103 funds tracked by Wall St. Rank hold FJP as of Q2 2026.

  • Triad Wealth Partners held 2,798 shares of First Trust Japan AlphaDEX Fund worth $209K as of Q2 2026.
  • Triad Wealth Partners sold 4,371 First Trust Japan AlphaDEX Fund shares in Q2 2026, an estimated $333K.
  • First Trust Japan AlphaDEX Fund made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #542 holding.
  • Triad Wealth Partners first reported a position in First Trust Japan AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's First Trust Japan AlphaDEX Fund position peaked at $520K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.