Kavar Capital Partners Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-850	Closed	-$26K	–	256
2019 Q2	$26K	Buy	+850	New	+$25.4K	0.01%	287
2018 Q3	–	Sell	-850	Closed	-$25K	–	221
2018 Q2	$25K	Hold	850	–	–	0.01%	237
2018 Q1	$24K	Buy	+850	New	+$24.9K	0.01%	244

Other funds holding FV

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

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

RJA

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2019, closing a stake of 850 shares — an estimated $26K sold.

Kavar Capital Partners Group first reported a position in FV in Q1 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 173 funds tracked by Wall St. Rank hold FV as of Q3 2019.

Kavar Capital Partners Group reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 850 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2019, an estimated $26K.
Kavar Capital Partners Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $26K in Q2 2019.
173 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2019.

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