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BOK Financial’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

BOK Financial’s Portfolio FDM Stock Details FDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$9K – 965
2017
Q3 		$9K Buy
+200
New +$8.75K ﹤0.01% 1089

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CPIG
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CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BOK Financial's FDM Position: Q4 2017 in Review

BOK Financial sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2017, closing a stake of 200 shares — an estimated $9K sold.

BOK Financial first reported a position in FDM in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 31 funds tracked by Wall St. Rank hold FDM as of Q4 2017.

  • BOK Financial reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 200 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2017, an estimated $9K.
  • BOK Financial first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's First Trust Dow Jones Select MicroCap Index Fund position peaked at $9K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2017.

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