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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
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 $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Triad Wealth Partners's FJP Position: Q1 2026 in Review

Triad Wealth Partners reduced its First Trust Japan AlphaDEX Fund (FJP) stake by 1.8% in Q1 2026, selling an estimated $9.85K and leaving 7,169 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #269.

Triad Wealth Partners first reported a position in FJP in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FJP as of Q1 2026.

  • Triad Wealth Partners held 7,169 shares of First Trust Japan AlphaDEX Fund worth $520K as of Q1 2026.
  • Triad Wealth Partners sold 133 First Trust Japan AlphaDEX Fund shares in Q1 2026, an estimated $9.85K.
  • First Trust Japan AlphaDEX Fund made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #269 holding.
  • Triad Wealth Partners first reported a position in First Trust Japan AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.