Jaffetilchin Investment Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,062
| Closed | -$275K | – | 366 |
|
|
2024
Q1 | $275K | Sell |
5,062
-18,007
| -78% | -$978K | 0.02% | 301 |
|
|
2023
Q4 | $1.25M | Buy |
+23,069
| New | +$1.25M | 0.12% | 114 |
|
|
2021
Q4 | – | Sell |
-10,362
| Closed | -$517K | – | 360 |
|
|
2021
Q3 | $517K | Buy |
+10,362
| New | +$517K | 0.06% | 198 |
|
|
2018
Q4 | – | Sell |
-21,439
| Closed | -$830K | – | 293 |
|
|
2018
Q3 | $830K | Sell |
21,439
-496
| -2% | -$19.2K | 0.18% | 97 |
|
|
2018
Q2 | $845K | Buy |
+21,935
| New | +$845K | 0.19% | 99 |
|
|
2017
Q2 | – | Sell |
-11,844
| Closed | -$404K | – | 248 |
|
|
2017
Q1 | $404K | Sell |
11,844
-24,756
| -68% | -$844K | 0.1% | 165 |
|
|
2016
Q4 | $1.28M | Buy |
+36,600
| New | +$1.28M | 0.38% | 40 |
|