Jaffetilchin Investment Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,672	Closed	-$341K	–	714
2024 Q3	$341K	Buy	+6,672	New	+$329K	0.03%	272
2024 Q2	–	Sell	-7,537	Closed	-$358K	–	364
2024 Q1	$358K	Buy	+7,537	New	+$334K	0.03%	260
2023 Q2	–	Sell	-10,305	Closed	-$385K	–	368
2023 Q1	$385K	Buy	+10,305	New	+$435K	0.04%	246

Other funds holding FXO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

Jaffetilchin Investment Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2024, closing a stake of 6,672 shares — an estimated $341K sold.

Jaffetilchin Investment Partners first reported a position in FXO in Q1 2023 and held it in 3 quarters. The position peaked at $385K in Q1 2023. 232 funds tracked by Wall St. Rank hold FXO as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 6,672 First Trust Financials AlphaDEX Fund shares in Q4 2024, an estimated $341K.
Jaffetilchin Investment Partners first reported a position in First Trust Financials AlphaDEX Fund in Q1 2023 and held it in 3 quarters.
Jaffetilchin Investment Partners's First Trust Financials AlphaDEX Fund position peaked at $385K in Q1 2023.
232 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2024.

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