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Kavar Capital Partners Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Kavar Capital Partners Group’s Portfolio FPX Stock Details FPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,700
Closed -$123K – 239
2014
Q1 		$123K Buy
+2,700
New +$124K 0.1% 147

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Kavar Capital Partners Group's FPX Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2014, closing a stake of 2,700 shares — an estimated $123K sold.

Kavar Capital Partners Group first reported a position in FPX in Q1 2014 and held it in 1 quarter. The position peaked at $123K in Q1 2014. 57 funds tracked by Wall St. Rank hold FPX as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 2,700 First Trust US Equity Opportunities ETF shares in Q2 2014, an estimated $123K.
  • Kavar Capital Partners Group first reported a position in First Trust US Equity Opportunities ETF in Q1 2014 and held it in 1 quarter.
  • Kavar Capital Partners Group's First Trust US Equity Opportunities ETF position peaked at $123K in Q1 2014.
  • 57 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.