KCPG
FXZ icon

Kavar Capital Partners Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Kavar Capital Partners Group’s Portfolio FXZ Stock Details FXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-326
Closed -$14K – 223
2018
Q2 		$14K Hold
326
– – 0.01% 292
2018
Q1 		$14K Buy
+326
New +$14.4K 0.01% 291

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kavar Capital Partners Group's FXZ Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2018, closing a stake of 326 shares — an estimated $14K sold.

Kavar Capital Partners Group first reported a position in FXZ in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 73 funds tracked by Wall St. Rank hold FXZ as of Q3 2018.

  • Kavar Capital Partners Group reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Kavar Capital Partners Group sold 326 First Trust Materials AlphaDEX Fund shares in Q3 2018, an estimated $14K.
  • Kavar Capital Partners Group first reported a position in First Trust Materials AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
  • Kavar Capital Partners Group's First Trust Materials AlphaDEX Fund position peaked at $14K in Q2 2018.
  • 73 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.