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BOK Financial’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

BOK Financial’s Portfolio FCEF Stock Details FCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-500
Closed -$11K – 963
2017
Q3 		$11K Buy
+500
New +$10.8K ﹤0.01% 1084

Other funds holding FCEF

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
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

BOK Financial's FCEF Position: Q4 2017 in Review

BOK Financial sold out of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) in Q4 2017, closing a stake of 500 shares — an estimated $11K sold.

BOK Financial first reported a position in FCEF in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 16 funds tracked by Wall St. Rank hold FCEF as of Q4 2017.

  • BOK Financial reported no remaining First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 500 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q4 2017, an estimated $11K.
  • BOK Financial first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $11K in Q3 2017.
  • 16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.