Jaffetilchin Investment Partners’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,594	Closed	-$126K	–	704
2024 Q3	$126K	Buy	+1,594	New	+$122K	0.01%	431
2021 Q3	–	Sell	-83,058	Closed	-$5.45M	–	378
2021 Q2	$5.45M	Buy	83,058 +6,362	+8%	+$422K	0.38%	48
2021 Q1	$4.88M	Buy	+76,696	New	+$4.58M	0.58%	39

Other funds holding FTA

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

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

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

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

Jaffetilchin Investment Partners sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2024, closing a stake of 1,594 shares — an estimated $126K sold.

Jaffetilchin Investment Partners first reported a position in FTA in Q1 2021 and held it in 3 quarters. The position peaked at $5.45M in Q2 2021. 217 funds tracked by Wall St. Rank hold FTA as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 1,594 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $126K.
Jaffetilchin Investment Partners first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
Jaffetilchin Investment Partners's First Trust Large Cap Value AlphaDEX Fund position peaked at $5.45M in Q2 2021.
217 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2024.

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