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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-13,677	Closed	-$365K	–	321
2018 Q1	$365K	Buy	+13,677	New	+$373K	0.08%	223
2017 Q4	–	Sell	-17,942	Closed	-$437K	–	254
2017 Q3	$437K	Buy	17,942 +8,662	+93%	+$205K	0.1%	180
2017 Q2	$215K	Sell	9,280 -5,403	-37%	-$124K	0.07%	206
2017 Q1	$329K	Sell	14,683 -11,260	-43%	-$252K	0.08%	194
2016 Q4	$560K	Sell	25,943 -1,712	-6%	-$36.4K	0.17%	106
2016 Q3	$590K	Buy	+27,655	New	+$587K	0.19%	85

Other funds holding FVC

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

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

RJFSA

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jaffetilchin Investment Partners's FVC Position: Q2 2018 in Review

Jaffetilchin Investment Partners sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2018, closing a stake of 13,677 shares — an estimated $365K sold.

Jaffetilchin Investment Partners first reported a position in FVC in Q3 2016 and held it in 6 quarters. The position peaked at $590K in Q3 2016. 51 funds tracked by Wall St. Rank hold FVC as of Q2 2018.

Jaffetilchin Investment Partners reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2018 after selling out during the quarter.
Jaffetilchin Investment Partners sold 13,677 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2018, an estimated $365K.
Jaffetilchin Investment Partners first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2016 and held it in 6 quarters.
Jaffetilchin Investment Partners's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $590K in Q3 2016.
51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2018, filed 1 Aug 2018.