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BOK Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

BOK Financial’s Portfolio FXH Stock Details FXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-224
Closed -$24.3K – 1368
2024
Q3 		$24.3K Buy
+224
New +$24.5K ﹤0.01% 902
2017
Q4 		– Sell
-247
Closed -$17K – 977
2017
Q3 		$17K Buy
+247
New +$16.5K ﹤0.01% 1058
2016
Q1 		– Sell
-4,607
Closed -$278K – 861
2015
Q4 		$278K Hold
4,607
– – 0.01% 715
2015
Q3 		$268K Hold
4,607
– – 0.01% 715
2015
Q2 		$317K Buy
+4,607
New +$312K 0.01% 681

Other funds holding FXH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BOK Financial's FXH Position: Q4 2024 in Review

BOK Financial sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2024, closing a stake of 224 shares — an estimated $24.3K sold.

BOK Financial first reported a position in FXH in Q2 2015 and held it in 5 quarters. The position peaked at $317K in Q2 2015. 252 funds tracked by Wall St. Rank hold FXH as of Q4 2024.

  • BOK Financial reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 224 First Trust Health Care AlphaDEX Fund shares in Q4 2024, an estimated $24.3K.
  • BOK Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 5 quarters.
  • BOK Financial's First Trust Health Care AlphaDEX Fund position peaked at $317K in Q2 2015.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2024.

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