BF
FXL icon

BOK Financial’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

BOK Financial’s Portfolio FXL Stock Details FXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-700
Closed -$34K – 979
2017
Q3 		$34K Buy
+700
New +$32K ﹤0.01% 1014

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

BOK Financial's FXL Position: Q4 2017 in Review

BOK Financial sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2017, closing a stake of 700 shares — an estimated $34K sold.

BOK Financial first reported a position in FXL in Q3 2017 and held it in 1 quarter. The position peaked at $34K in Q3 2017. 138 funds tracked by Wall St. Rank hold FXL as of Q4 2017.

  • BOK Financial reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 700 First Trust Technology AlphaDEX Fund shares in Q4 2017, an estimated $34K.
  • BOK Financial first reported a position in First Trust Technology AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's First Trust Technology AlphaDEX Fund position peaked at $34K in Q3 2017.
  • 138 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2017.

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