Purchases and Sales Made in Q2 2023 in First Trust Japan Alphadex Fun (FJP)
This table provides information about the institutional ownership of First Trust Japan Alphadex Fun (FJP) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST JAPAN ALPHADEX FUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
276K+ 62.21% |
$12.4M - $13.6M
|
721K
$36.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
209KNew |
$9.33M - $10.3M
|
209K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
100K+ 6.95% |
$4.48M - $4.93M
|
1.54M
$78.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.9K+ 44.37% |
$3.75M - $4.13M
|
273K
$13.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
38.7KNew |
$1.73M - $1.9M
|
38.7K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 411.31% |
$1.3M - $1.43M
|
36.1K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.7K+ 632.17% |
$1.28M - $1.41M
|
33.2K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.7KNew |
$1.06M - $1.16M
|
23.7K
$1.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.3KNew |
$907K - $999K
|
20.3K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13KNew |
$582K - $640K
|
13K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$476K - $524K
|
10.7K
$544K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.87KNew |
$441K - $486K
|
9.87K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.88K+ 205.53% |
$397K - $437K
|
13.2K
$674K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.43KNew |
$377K - $415K
|
8.43K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.06KNew |
$316K - $347K
|
7.06K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.01KNew |
$313K - $345K
|
7.01K
$358K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.9KNew |
$264K - $290K
|
5.9K
$301K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.52K+ 9.63% |
$247K - $271K
|
62.8K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.43KNew |
$242K - $267K
|
5.43K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.36KNew |
$239K - $264K
|
5.36K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.21K+ 217.03% |
$188K - $207K
|
6.14K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.19KNew |
$187K - $206K
|
4.19K
$214K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 20.72% |
$161K - $177K
|
21K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.75K+ 3928.57% |
$123K - $135K
|
2.82K
$144K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.43KNew |
$109K - $120K
|
2.43K
$124K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 48.57% |
$84.8K - $93.3K
|
5.8K
$296K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.16KNew |
$51.9K - $57.1K
|
1.16K
$59.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.04K+ 23.28% |
$46.4K - $51K
|
5.49K
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
158New |
$7.06K - $7.77K
|
158
$8.07K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
90New |
$4.02K - $4.43K
|
90
$4.59K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.14% |
$894 - $984
|
13.9K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.15K- 9.19% |
$95.9K - $106K
|
21.2K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.9K- 16.91% |
$219K - $241K
|
24.1K
$1.23M
|