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BOK Financial’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

BOK Financial’s Portfolio FXG Stock Details FXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-267
Closed -$17.8K – 1367
2024
Q3 		$17.8K Buy
+267
New +$17.8K ﹤0.01% 936

Other funds holding FXG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial's FXG Position: Q4 2024 in Review

BOK Financial sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q4 2024, closing a stake of 267 shares — an estimated $17.8K sold.

BOK Financial first reported a position in FXG in Q3 2024 and held it in 1 quarter. The position peaked at $17.8K in Q3 2024. 127 funds tracked by Wall St. Rank hold FXG as of Q4 2024.

  • BOK Financial reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 267 First Trust Consumer Staples AlphaDEX Fund shares in Q4 2024, an estimated $17.8K.
  • BOK Financial first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • BOK Financial's First Trust Consumer Staples AlphaDEX Fund position peaked at $17.8K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.