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BOK Financial’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

BOK Financial’s Portfolio FXU Stock Details FXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-127
Closed -$3K – 980
2017
Q3 		$3K Buy
+127
New +$3.5K ﹤0.01% 1118

Other funds holding FXU

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BOK Financial's FXU Position: Q4 2017 in Review

BOK Financial sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2017, closing a stake of 127 shares — an estimated $3K sold.

BOK Financial first reported a position in FXU in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 77 funds tracked by Wall St. Rank hold FXU as of Q4 2017.

  • BOK Financial reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 127 First Trust Utilities AlphaDEX Fund shares in Q4 2017, an estimated $3K.
  • BOK Financial first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's First Trust Utilities AlphaDEX Fund position peaked at $3K in Q3 2017.
  • 77 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2017.

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