Kavar Capital Partners Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-610	Closed	-$21K	–	245
2019 Q2	$21K	Buy	+610	New	+$21K	0.01%	309
2018 Q3	–	Sell	-1,686	Closed	-$64K	–	206
2018 Q2	$64K	Hold	1,686	–	–	0.03%	166
2018 Q1	$76K	Buy	+1,686	New	+$76K	0.04%	157

Other funds holding FEMS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q3 2019, closing a stake of 610 shares — an estimated $21K sold.

Kavar Capital Partners Group first reported a position in FEMS in Q1 2018 and held it in 3 quarters. The position peaked at $76K in Q1 2018. 51 funds tracked by Wall St. Rank hold FEMS as of Q3 2019.

Kavar Capital Partners Group reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 610 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2019, an estimated $21K.
Kavar Capital Partners Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $76K in Q1 2018.
51 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2019.

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