Jaffetilchin Investment Partners’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,605	Closed	-$348K	–	360
2024 Q1	$348K	Buy	+4,605	New	+$322K	0.03%	265
2016 Q1	–	Sell	-10,058	Closed	-$290K	–	201
2015 Q4	$290K	Buy	10,058 +2,242	+29%	+$65.5K	0.09%	154
2015 Q3	$220K	Buy	+7,816	New	+$235K	0.08%	159
2015 Q2	–	Sell	-7,000	Closed	-$218K	–	218
2015 Q1	$218K	Buy	+7,000	New	+$210K	0.07%	198

Other funds holding FNY

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Jaffetilchin Investment Partners's FNY Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Mid Cap Growth AlphaDEX Fund (FNY) in Q2 2024, closing a stake of 4,605 shares — an estimated $348K sold.

Jaffetilchin Investment Partners first reported a position in FNY in Q1 2015 and held it in 4 quarters. The position peaked at $348K in Q1 2024. 94 funds tracked by Wall St. Rank hold FNY as of Q2 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Mid Cap Growth AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 4,605 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2024, an estimated $348K.
Jaffetilchin Investment Partners first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2015 and held it in 4 quarters.
Jaffetilchin Investment Partners's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $348K in Q1 2024.
94 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2024.

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