Jaffetilchin Investment Partners’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-13,571	Closed	-$476K	–	228
2019 Q2	$476K	Buy	+13,571	New	+$468K	0.11%	133
2018 Q2	–	Sell	-28,082	Closed	-$1.26M	–	317
2018 Q1	$1.26M	Buy	28,082 +20,728	+282%	+$935K	0.28%	59
2017 Q4	$319K	Sell	7,354 -9,309	-56%	-$388K	0.11%	179
2017 Q3	$690K	Buy	16,663 +8,971	+117%	+$363K	0.16%	109
2017 Q2	$284K	Sell	7,692 -1,186	-13%	-$43.3K	0.1%	185
2017 Q1	$323K	Sell	8,878 -368	-4%	-$12.6K	0.08%	198
2016 Q4	$279K	Sell	9,246 -4,289	-32%	-$133K	0.08%	196
2016 Q3	$444K	Buy	13,535 +1,100	+9%	+$35.4K	0.14%	118
2016 Q2	$369K	Buy	+12,435	New	+$359K	0.11%	143

Other funds holding FEMS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Jaffetilchin Investment Partners's FEMS Position: Q3 2019 in Review

Jaffetilchin Investment Partners sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q3 2019, closing a stake of 13,571 shares — an estimated $476K sold.

Jaffetilchin Investment Partners first reported a position in FEMS in Q2 2016 and held it in 9 quarters. The position peaked at $1.26M in Q1 2018. 51 funds tracked by Wall St. Rank hold FEMS as of Q3 2019.

Jaffetilchin Investment Partners reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Jaffetilchin Investment Partners sold 13,571 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2019, an estimated $476K.
Jaffetilchin Investment Partners first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q2 2016 and held it in 9 quarters.
Jaffetilchin Investment Partners's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $1.26M in Q1 2018.
51 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2019, filed 15 Oct 2019.