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Jaffetilchin Investment Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FXL Stock Details FXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-315
Closed -$43.7K – 713
2024
Q3 		$43.7K Sell
315
-9,809
-97% -$1.32M ﹤0.01% 611
2024
Q2 		$1.38M Buy
+10,124
New +$1.34M 0.12% 106
2021
Q1 		– Sell
-2,745
Closed -$307K – 371
2020
Q4 		$307K Sell
2,745
-868
-24% -$87.8K 0.04% 222
2020
Q3 		$328K Buy
+3,613
New +$318K 0.06% 178
2020
Q2 		– Sell
-4,111
Closed -$244K – 216
2020
Q1 		$244K Buy
4,111
+333
+9% +$23.1K 0.09% 139
2019
Q4 		$274K Sell
3,778
-1,762
-32% -$121K 0.06% 177
2019
Q3 		$361K Sell
5,540
-1,810
-25% -$122K 0.09% 150
2019
Q2 		$489K Buy
7,350
+339
+5% +$22.2K 0.11% 126
2019
Q1 		$448K Buy
+7,011
New +$423K 0.1% 170
2018
Q4 		– Sell
-24,737
Closed -$1.57M – 291
2018
Q3 		$1.57M Buy
24,737
+3,865
+19% +$234K 0.33% 49
2018
Q2 		$1.17M Sell
20,872
-623
-3% -$35.2K 0.26% 68
2018
Q1 		$1.18M Buy
21,495
+12,697
+144% +$705K 0.27% 63
2017
Q4 		$452K Sell
8,798
-14,272
-62% -$728K 0.15% 123
2017
Q3 		$1.11M Buy
23,070
+13,710
+146% +$628K 0.26% 68
2017
Q2 		$407K Sell
9,360
-12,361
-57% -$538K 0.14% 129
2017
Q1 		$913K Sell
21,721
-508
-2% -$20.6K 0.23% 73
2016
Q4 		$842K Buy
22,229
+1,460
+7% +$54.1K 0.25% 67
2016
Q3 		$763K Buy
20,769
+8,466
+69% +$298K 0.24% 61
2016
Q2 		$406K Buy
12,303
+154
+1% +$5K 0.12% 125
2016
Q1 		$280K Sell
12,149
-5,325
-30% -$163K 0.09% 143
2015
Q4 		$581K Buy
17,474
+63
+0.4% +$2.12K 0.19% 84
2015
Q3 		$551K Buy
17,411
+704
+4% +$23.7K 0.21% 83
2015
Q2 		$591K Buy
16,707
+4,450
+36% +$163K 0.18% 96
2015
Q1 		$438K Sell
12,257
-59
-0.5% -$2.07K 0.13% 123
2014
Q4 		$425K Buy
12,316
+2,015
+20% +$66.4K 0.14% 107
2014
Q3 		$334K Buy
+10,301
New +$337K 0.12% 149

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2024, closing a stake of 315 shares — an estimated $43.7K sold.

Jaffetilchin Investment Partners first reported a position in FXL in Q3 2014 and held it in 26 quarters. The position peaked at $1.57M in Q3 2018. 260 funds tracked by Wall St. Rank hold FXL as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 315 First Trust Technology AlphaDEX Fund shares in Q4 2024, an estimated $43.7K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Technology AlphaDEX Fund in Q3 2014 and held it in 26 quarters.
  • Jaffetilchin Investment Partners's First Trust Technology AlphaDEX Fund position peaked at $1.57M in Q3 2018.
  • 260 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2024.

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