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United Capital Financial Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

United Capital Financial Advisors’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
2015
Q1 		– Sell
-4,432
Closed -$200K – 1246
2014
Q4 		$200K Buy
+4,432
New +$200K ﹤0.01% 1101

Other funds holding FJP

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's FJP Position: Q1 2015 in Review

United Capital Financial Advisors sold out of First Trust Japan AlphaDEX Fund (FJP) in Q1 2015, closing a stake of 4,432 shares — an estimated $200K sold.

United Capital Financial Advisors first reported a position in FJP in Q4 2014 and held it in 1 quarter. The position peaked at $200K in Q4 2014. 37 funds tracked by Wall St. Rank hold FJP as of Q1 2015.

  • United Capital Financial Advisors reported no remaining First Trust Japan AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,432 First Trust Japan AlphaDEX Fund shares in Q1 2015, an estimated $200K.
  • United Capital Financial Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q4 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's First Trust Japan AlphaDEX Fund position peaked at $200K in Q4 2014.
  • 37 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.