Jaffetilchin Investment Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-301	Closed	-$35.3K	–	699
2024 Q3	$35.3K	Buy	+301	New	+$33.9K	﹤0.01%	637
2017 Q2	–	Sell	-5,905	Closed	-$345K	–	245
2017 Q1	$345K	Buy	5,905 +341	+6%	+$19.8K	0.09%	190
2016 Q4	$314K	Buy	+5,564	New	+$301K	0.09%	184

Other funds holding FNX

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2024, closing a stake of 301 shares — an estimated $35.3K sold.

Jaffetilchin Investment Partners first reported a position in FNX in Q4 2016 and held it in 3 quarters. The position peaked at $345K in Q1 2017. 191 funds tracked by Wall St. Rank hold FNX as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 301 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $35.3K.
Jaffetilchin Investment Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2016 and held it in 3 quarters.
Jaffetilchin Investment Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $345K in Q1 2017.
191 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2024.

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