WFG Advisors’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

WFG 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
2017 Q2	$71K	Hold	1,363	–	–	0.02%	617
2017 Q1	$69K	Buy	1,363 +200	+17%	+$10K	0.02%	584
2016 Q4	$55K	Buy	1,163 +602	+107%	+$29.2K	0.01%	695
2016 Q3	$28K	Hold	561	–	–	0.01%	854
2016 Q2	$25K	Buy	+561	New	+$25.8K	0.01%	864

Other funds holding FJP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

WFG Advisors's FJP Position: Q2 2017 in Review

WFG Advisors held its First Trust Japan AlphaDEX Fund (FJP) position steady in Q2 2017 at 1,363 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #617.

WFG Advisors first reported a position in FJP in Q2 2016 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold FJP as of Q2 2017.

WFG Advisors held 1,363 shares of First Trust Japan AlphaDEX Fund worth $71K as of Q2 2017.
WFG Advisors left its First Trust Japan AlphaDEX Fund share count unchanged in Q2 2017.
First Trust Japan AlphaDEX Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #617 holding.
WFG Advisors first reported a position in First Trust Japan AlphaDEX Fund in Q2 2016 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.