Jaffetilchin Investment Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-334	Closed	-$19.5K	–	709
2024 Q3	$19.5K	Buy	+334	New	+$18.8K	﹤0.01%	776
2020 Q1	–	Sell	-54,742	Closed	-$1.73M	–	187
2019 Q4	$1.73M	Hold	54,742	–	–	0.37%	52
2019 Q3	$1.62M	Buy	54,742 +1	+0%	+$30	0.39%	50
2019 Q2	$1.67M	Buy	+54,741	New	+$1.64M	0.39%	43
2016 Q1	–	Sell	-631,449	Closed	-$14.8M	–	203
2015 Q4	$14.8M	Sell	631,449 -10,297	-2%	-$238K	4.81%	6
2015 Q3	$14.1M	Buy	641,746 +17,979	+3%	+$433K	5.24%	5
2015 Q2	$15.3M	Buy	623,767 +2,125	+0.3%	+$51.6K	4.58%	5
2015 Q1	$14.9M	Buy	621,642 +459,384	+283%	+$10.6M	4.52%	5
2014 Q4	$3.58M	Buy	162,258 +149,258	+1,148%	+$3.16M	1.2%	17
2014 Q3	$265K	Buy	+13,000	New	+$262K	0.1%	167

Other funds holding FV

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

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

Jaffetilchin Investment Partners sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2024, closing a stake of 334 shares — an estimated $19.5K sold.

Jaffetilchin Investment Partners first reported a position in FV in Q3 2014 and held it in 10 quarters. The position peaked at $15.3M in Q2 2015. 332 funds tracked by Wall St. Rank hold FV as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 334 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2024, an estimated $19.5K.
Jaffetilchin Investment Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2014 and held it in 10 quarters.
Jaffetilchin Investment Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $15.3M in Q2 2015.
332 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2024.

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