Institutional Ownership First Trust Japan Alphadex Fun (FJP)
This table provides information about the institutional ownership of First Trust Japan Alphadex Fun (FJP). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
735,640
shares
|
$37.6 Million
0.04% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
714,072
shares
|
$36.5 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
443,430
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
205,052
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
104,105
shares
|
$5.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
82,830
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
67,261
shares
|
$3.43 Million
0.06% of portfolio
|
Q2 2024
Added 32.44%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 09, 2024 Q2 2024 |
62,999
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2024
Added 35.84%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
58,392
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2024
Added 30.18%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
54,790
shares
|
$2.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
53,533
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
50,126
shares
|
$2.56 Million
1.37% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
43,495
shares
|
$2.22 Million
0.37% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
39,826
shares
|
$2.03 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,051
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
33,041
shares
|
$1.69 Million
0.18% of portfolio
|
Q1 2024
Reduced 18.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
26,228
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,489
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
25,426
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
24,458
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Added 14.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
21,578
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2024
Added 96.0%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
21,290
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
19,852
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
16,385
shares
|
$836,454
0.63% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
16,052
shares
|
$819,454
0.0% of portfolio
|
Q2 2024
Added 0.52%
|