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Jaffetilchin Investment Partners’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FXZ Stock Details FXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,740
Closed -$573K – 270
2016
Q3 		$573K Buy
+16,740
New +$571K 0.18% 87
2014
Q4 		– Sell
-6,705
Closed -$215K – 210
2014
Q3 		$215K Buy
+6,705
New +$225K 0.08% 183

Other funds holding FXZ

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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jaffetilchin Investment Partners's FXZ Position: Q4 2016 in Review

Jaffetilchin Investment Partners sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2016, closing a stake of 16,740 shares — an estimated $573K sold.

Jaffetilchin Investment Partners first reported a position in FXZ in Q3 2014 and held it in 2 quarters. The position peaked at $573K in Q3 2016. 66 funds tracked by Wall St. Rank hold FXZ as of Q4 2016.

  • Jaffetilchin Investment Partners reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 16,740 First Trust Materials AlphaDEX Fund shares in Q4 2016, an estimated $573K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Materials AlphaDEX Fund in Q3 2014 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's First Trust Materials AlphaDEX Fund position peaked at $573K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2016.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.