JIP
FAB icon

Jaffetilchin Investment Partners’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FAB Stock Details FAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8
Closed -$710 – 662
2024
Q3 		$710 Buy
+8
New +$657 ﹤0.01% 1278

Other funds holding FAB

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jaffetilchin Investment Partners's FAB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Multi Cap Value AlphaDEX Fund (FAB) in Q4 2024, closing a stake of 8 shares — an estimated $710 sold.

Jaffetilchin Investment Partners first reported a position in FAB in Q3 2024 and held it in 1 quarter. The position peaked at $710 in Q3 2024. 62 funds tracked by Wall St. Rank hold FAB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Multi Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8 First Trust Multi Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $710.
  • Jaffetilchin Investment Partners first reported a position in First Trust Multi Cap Value AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's First Trust Multi Cap Value AlphaDEX Fund position peaked at $710 in Q3 2024.
  • 62 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.