UBS Group
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UBS Group’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

UBS Group’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
Q4 		– Sell
-1,153
Closed -$62.5K – 10076
2024
Q3 		$62.5K Buy
1,153
+1,018
+754% +$53.1K ﹤0.01% 6674
2024
Q2 		$6.96K Sell
135
-614
-82% -$32.4K ﹤0.01% 7872
2024
Q1 		$41.3K Buy
749
+390
+109% +$20.6K ﹤0.01% 6594
2023
Q4 		$18.1K Buy
359
+292
+436% +$14.4K ﹤0.01% 7165
2023
Q3 		$3.33K Sell
67
-191
-74% -$9.5K ﹤0.01% 7574
2023
Q2 		$12.4K Hold
258
– – ﹤0.01% 7078
2023
Q1 		$11.7K Sell
258
-1,957
-88% -$86K ﹤0.01% 7484
2022
Q4 		$94K Buy
2,215
+1,276
+136% +$51.5K ﹤0.01% 6168
2022
Q3 		$36K Sell
939
-823
-47% -$33.9K ﹤0.01% 6657
2022
Q2 		$73K Sell
1,762
-608
-26% -$27.2K ﹤0.01% 5650
2022
Q1 		$117K Buy
2,370
+548
+30% +$26.8K ﹤0.01% 5787
2021
Q4 		$91K Buy
1,822
+234
+15% +$11.9K ﹤0.01% 6396
2021
Q3 		$84K Sell
1,588
-1,290
-45% -$67.6K ﹤0.01% 5941
2021
Q2 		$147K Buy
2,878
+116
+4% +$6.11K ﹤0.01% 5587
2021
Q1 		$148K Buy
2,762
+339
+14% +$17.9K ﹤0.01% 5671
2020
Q4 		$125K Sell
2,423
-625
-21% -$31.1K ﹤0.01% 5545
2020
Q3 		$149K Sell
3,048
-907
-23% -$43K ﹤0.01% 4968
2020
Q2 		$181K Sell
3,955
-766
-16% -$33.6K ﹤0.01% 4874
2020
Q1 		$190K Sell
4,721
-6,736
-59% -$310K ﹤0.01% 4762
2019
Q4 		$577K Sell
11,457
-1,598
-12% -$80.2K ﹤0.01% 4712
2019
Q3 		$625K Sell
13,055
-38,317
-75% -$1.81M ﹤0.01% 4370
2019
Q2 		$2.47M Sell
51,372
-10,021
-16% -$488K ﹤0.01% 2956
2019
Q1 		$3.06M Buy
61,393
+15,970
+35% +$793K ﹤0.01% 2610
2018
Q4 		$2.18M Sell
45,423
-15,187
-25% -$791K ﹤0.01% 2947
2018
Q3 		$3.49M Buy
60,610
+3,915
+7% +$216K ﹤0.01% 2687
2018
Q2 		$3.14M Buy
56,695
+7,563
+15% +$440K ﹤0.01% 2755
2018
Q1 		$2.89M Buy
49,132
+20,237
+70% +$1.21M ﹤0.01% 2799
2017
Q4 		$1.73M Buy
28,895
+3,865
+15% +$224K ﹤0.01% 3319
2017
Q3 		$1.38M Buy
25,030
+1,867
+8% +$100K ﹤0.01% 3433
2017
Q2 		$1.21M Buy
23,163
+2,795
+14% +$144K ﹤0.01% 3448
2017
Q1 		$1.04M Buy
20,368
+2,363
+13% +$118K ﹤0.01% 3499
2016
Q4 		$857K Sell
18,005
-4,080
-18% -$198K ﹤0.01% 3673
2016
Q3 		$1.09M Sell
22,085
-67,024
-75% -$3.15M ﹤0.01% 3353
2016
Q2 		$4.04M Sell
89,109
-134,449
-60% -$6.17M ﹤0.01% 2137
2016
Q1 		$10.1M Buy
223,558
+17,364
+8% +$761K 0.01% 1321
2015
Q4 		$9.7M Buy
206,194
+40,423
+24% +$1.94M 0.01% 1424
2015
Q3 		$7.41M Buy
165,771
+152,537
+1,153% +$7.33M 0.01% 1608
2015
Q2 		$664K Buy
13,234
+7,888
+148% +$403K ﹤0.01% 3884
2015
Q1 		$267K Buy
5,346
+131
+3% +$6.26K ﹤0.01% 4650
2014
Q4 		$235K Buy
+5,215
New +$235K ﹤0.01% 4885

Other funds holding FJP

Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Rathbones Group
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

UBS Group's FJP Position: Q4 2024 in Review

UBS Group sold out of First Trust Japan AlphaDEX Fund (FJP) in Q4 2024, closing a stake of 1,153 shares — an estimated $62.5K sold.

UBS Group first reported a position in FJP in Q4 2014 and held it in 40 quarters. The position peaked at $10.1M in Q1 2016. 80 funds tracked by Wall St. Rank hold FJP as of Q4 2024.

  • UBS Group reported no remaining First Trust Japan AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 1,153 First Trust Japan AlphaDEX Fund shares in Q4 2024, an estimated $62.5K.
  • UBS Group first reported a position in First Trust Japan AlphaDEX Fund in Q4 2014 and held it in 40 quarters.
  • UBS Group's First Trust Japan AlphaDEX Fund position peaked at $10.1M in Q1 2016.
  • 80 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.