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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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
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.