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Jaffetilchin Investment Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Jaffetilchin Investment Partners’s Portfolio FYC Stock Details FYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,897
Closed -$303K – 233
2019
Q3 		$303K Sell
6,897
-21,064
-75% -$958K 0.07% 165
2019
Q2 		$1.3M Buy
27,961
+20,184
+260% +$923K 0.3% 53
2019
Q1 		$359K Buy
+7,777
New +$348K 0.08% 195
2018
Q4 		– Sell
-15,296
Closed -$800K – 292
2018
Q3 		$800K Sell
15,296
-10,053
-40% -$512K 0.17% 101
2018
Q2 		$1.23M Buy
25,349
+6,803
+37% +$315K 0.27% 63
2018
Q1 		$804K Buy
18,546
+11,067
+148% +$480K 0.18% 98
2017
Q4 		$318K Sell
7,479
-3,889
-34% -$162K 0.11% 181
2017
Q3 		$468K Buy
11,368
+4,148
+57% +$161K 0.11% 166
2017
Q2 		$278K Sell
7,220
-10,155
-58% -$377K 0.09% 188
2017
Q1 		$633K Sell
17,375
-7,027
-29% -$252K 0.16% 105
2016
Q4 		$844K Buy
24,402
+2,703
+12% +$90.8K 0.25% 66
2016
Q3 		$734K Buy
21,699
+1,850
+9% +$61.3K 0.23% 67
2016
Q2 		$621K Buy
+19,849
New +$606K 0.19% 87
2016
Q1 		– Sell
-7,802
Closed -$238K – 204
2015
Q4 		$238K Buy
+7,802
New +$241K 0.08% 165
2015
Q3 		– Sell
-9,500
Closed -$302K – 205
2015
Q2 		$302K Hold
9,500
– – 0.09% 154
2015
Q1 		$300K Buy
9,500
+1,000
+12% +$30.4K 0.09% 164
2014
Q4 		$257K Buy
+8,500
New +$243K 0.09% 175

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's FYC Position: Q4 2019 in Review

Jaffetilchin Investment Partners sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2019, closing a stake of 6,897 shares — an estimated $303K sold.

Jaffetilchin Investment Partners first reported a position in FYC in Q4 2014 and held it in 17 quarters. The position peaked at $1.3M in Q2 2019. 68 funds tracked by Wall St. Rank hold FYC as of Q4 2019.

  • Jaffetilchin Investment Partners reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,897 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2019, an estimated $303K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2014 and held it in 17 quarters.
  • Jaffetilchin Investment Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.3M in Q2 2019.
  • 68 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2019, filed 28 Jan 2020.