Jaffetilchin Investment Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-52	Closed	-$5.16K	–	716
2024 Q3	$5.16K	Buy	+52	New	+$4.99K	﹤0.01%	1032
2023 Q2	–	Sell	-4,327	Closed	-$349K	–	370
2023 Q1	$349K	Buy	+4,327	New	+$361K	0.04%	261
2022 Q1	–	Sell	-2,325	Closed	-$226K	–	346
2021 Q4	$226K	Buy	+2,325	New	+$224K	0.02%	313
2021 Q3	–	Sell	-13,245	Closed	-$1.24M	–	380
2021 Q2	$1.24M	Buy	13,245 +3,512	+36%	+$327K	0.09%	155
2021 Q1	$882K	Sell	9,733 -9,019	-48%	-$793K	0.1%	143
2020 Q4	$1.44M	Buy	+18,752	New	+$1.28M	0.2%	82
2020 Q3	–	Sell	-4,744	Closed	-$258K	–	240
2020 Q2	$258K	Buy	+4,744	New	+$234K	0.06%	179
2015 Q2	–	Sell	-4,000	Closed	-$202K	–	219
2015 Q1	$202K	Buy	+4,000	New	+$196K	0.06%	210

Other funds holding FYX

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2024, closing a stake of 52 shares — an estimated $5.16K sold.

Jaffetilchin Investment Partners first reported a position in FYX in Q1 2015 and held it in 8 quarters. The position peaked at $1.44M in Q4 2020. 167 funds tracked by Wall St. Rank hold FYX as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 52 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $5.16K.
Jaffetilchin Investment Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2015 and held it in 8 quarters.
Jaffetilchin Investment Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.44M in Q4 2020.
167 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2024.

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