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Jaffetilchin Investment Partners’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FNK Stock Details FNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,729
Closed -$256K – 359
2024
Q1 		$256K Buy
+4,729
New +$239K 0.02% 310

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GIA
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Jaffetilchin Investment Partners's FNK Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q2 2024, closing a stake of 4,729 shares — an estimated $256K sold.

Jaffetilchin Investment Partners first reported a position in FNK in Q1 2024 and held it in 1 quarter. The position peaked at $256K in Q1 2024. 60 funds tracked by Wall St. Rank hold FNK as of Q2 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 4,729 First Trust Mid Cap Value AlphaDEX Fund shares in Q2 2024, an estimated $256K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's First Trust Mid Cap Value AlphaDEX Fund position peaked at $256K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2024, filed 30 Jul 2024.