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Jaffetilchin Investment Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FEM Stock Details FEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-18,677
Closed -$428K – 243
2017
Q1 		$428K Buy
18,677
+4,041
+28% +$90.4K 0.11% 159
2016
Q4 		$297K Sell
14,636
-9,116
-38% -$186K 0.09% 191
2016
Q3 		$493K Buy
23,752
+7,043
+42% +$145K 0.16% 101
2016
Q2 		$321K Buy
+16,709
New +$313K 0.1% 171

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jaffetilchin Investment Partners's FEM Position: Q2 2017 in Review

Jaffetilchin Investment Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2017, closing a stake of 18,677 shares — an estimated $428K sold.

Jaffetilchin Investment Partners first reported a position in FEM in Q2 2016 and held it in 4 quarters. The position peaked at $493K in Q3 2016. 61 funds tracked by Wall St. Rank hold FEM as of Q2 2017.

  • Jaffetilchin Investment Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 18,677 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2017, an estimated $428K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2016 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $493K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2017, filed 3 Aug 2017.