Jaffetilchin Investment Partners’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,977	Closed	-$452K	–	188
2019 Q4	$452K	Buy	9,977 +161	+2%	+$7.02K	0.1%	133
2019 Q3	$413K	Buy	9,816 +880	+10%	+$37.3K	0.1%	136
2019 Q2	$383K	Sell	8,936 -3	-0%	-$128	0.09%	166
2019 Q1	$376K	Buy	+8,939	New	+$364K	0.08%	187

Other funds holding FXD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jaffetilchin Investment Partners's FXD Position: Q1 2020 in Review

Jaffetilchin Investment Partners sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2020, closing a stake of 9,977 shares — an estimated $452K sold.

Jaffetilchin Investment Partners first reported a position in FXD in Q1 2019 and held it in 4 quarters. The position peaked at $452K in Q4 2019. 77 funds tracked by Wall St. Rank hold FXD as of Q1 2020.

Jaffetilchin Investment Partners reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Jaffetilchin Investment Partners sold 9,977 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2020, an estimated $452K.
Jaffetilchin Investment Partners first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Jaffetilchin Investment Partners's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $452K in Q4 2019.
77 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2020, filed 6 May 2020.