Kavar Capital Partners Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Kavar Capital Partners Group’s Portfolio FDT Stock Details FDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-386	Closed	-$21K	–	242
2019 Q2	$21K	Buy	+386	New	+$20.7K	0.01%	308
2018 Q3	–	Sell	-362	Closed	-$22K	–	203
2018 Q2	$22K	Hold	362	–	–	0.01%	258
2018 Q1	$23K	Buy	+362	New	+$23.1K	0.01%	251

Other funds holding FDT

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kavar Capital Partners Group's FDT Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2019, closing a stake of 386 shares — an estimated $21K sold.

Kavar Capital Partners Group first reported a position in FDT in Q1 2018 and held it in 3 quarters. The position peaked at $23K in Q1 2018. 95 funds tracked by Wall St. Rank hold FDT as of Q3 2019.

Kavar Capital Partners Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 386 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2019, an estimated $21K.
Kavar Capital Partners Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $23K in Q1 2018.
95 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.