Jaffetilchin Investment Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,062	Closed	-$275K	–	366
2024 Q1	$275K	Sell	5,062 -18,007	-78%	-$945K	0.02%	301
2023 Q4	$1.25M	Buy	+23,069	New	+$1.12M	0.12%	114
2021 Q4	–	Sell	-10,362	Closed	-$517K	–	360
2021 Q3	$517K	Buy	+10,362	New	+$519K	0.06%	198
2018 Q4	–	Sell	-21,439	Closed	-$830K	–	293
2018 Q3	$830K	Sell	21,439 -496	-2%	-$19.5K	0.18%	97
2018 Q2	$845K	Buy	+21,935	New	+$819K	0.19%	99
2017 Q2	–	Sell	-11,844	Closed	-$404K	–	248
2017 Q1	$404K	Sell	11,844 -24,756	-68%	-$850K	0.1%	165
2016 Q4	$1.27M	Buy	+36,600	New	+$1.19M	0.38%	40

Other funds holding FYT

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jaffetilchin Investment Partners's FYT Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2024, closing a stake of 5,062 shares — an estimated $275K sold.

Jaffetilchin Investment Partners first reported a position in FYT in Q4 2016 and held it in 7 quarters. The position peaked at $1.27M in Q4 2016. 69 funds tracked by Wall St. Rank hold FYT as of Q2 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 5,062 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2024, an estimated $275K.
Jaffetilchin Investment Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2016 and held it in 7 quarters.
Jaffetilchin Investment Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.27M in Q4 2016.
69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2024, filed 30 Jul 2024.