Onyx Bridge Wealth Group’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

Onyx Bridge Wealth Group’s Portfolio FNK Stock Details FNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-44,094	Closed	-$1.93M	–	244
2023 Q1	$1.93M	Buy	44,094 +35,130	+392%	+$1.61M	0.77%	26
2022 Q4	$403K	Buy	+8,964	New	+$382K	0.16%	95

Other funds holding FNK

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Onyx Bridge Wealth Group's FNK Position: Q2 2023 in Review

Onyx Bridge Wealth Group sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q2 2023, closing a stake of 44,094 shares — an estimated $1.93M sold.

Onyx Bridge Wealth Group first reported a position in FNK in Q4 2022 and held it in 2 quarters. The position peaked at $1.93M in Q1 2023. 58 funds tracked by Wall St. Rank hold FNK as of Q2 2023.

Onyx Bridge Wealth Group reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 44,094 First Trust Mid Cap Value AlphaDEX Fund shares in Q2 2023, an estimated $1.93M.
Onyx Bridge Wealth Group first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
Onyx Bridge Wealth Group's First Trust Mid Cap Value AlphaDEX Fund position peaked at $1.93M in Q1 2023.
58 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q2 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2023, filed 25 Jul 2023.