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

UBS’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
2014
Q3 		$467K Buy
9,995
+6,861
+219% +$329K ﹤0.01% 4344
2014
Q2 		$150K Buy
3,134
+1,559
+99% +$69.8K ﹤0.01% 5479
2014
Q1 		$69K Buy
+1,575
New +$70.5K ﹤0.01% 6426

Other funds holding FJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

UBS's FJP Position: Q3 2014 in Review

UBS increased its First Trust Japan AlphaDEX Fund (FJP) stake by 219% in Q3 2014, buying an estimated $329K and bringing the position to 9,995 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #4344.

UBS first reported a position in FJP in Q1 2014 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold FJP as of Q3 2014.

  • UBS held 9,995 shares of First Trust Japan AlphaDEX Fund worth $467K as of Q3 2014.
  • UBS bought 6,861 First Trust Japan AlphaDEX Fund shares in Q3 2014, an estimated $329K.
  • First Trust Japan AlphaDEX Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4344 holding.
  • UBS first reported a position in First Trust Japan AlphaDEX Fund in Q1 2014 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.