Onyx Bridge Wealth Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Onyx Bridge Wealth Group’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
2026 Q2	$217K	Buy	+1,775	New	+$203K	0.02%	353
2026 Q1	–	Sell	-1,772	Closed	-$202K	–	378
2025 Q4	$202K	Buy	+1,772	New	+$201K	0.02%	341
2025 Q2	–	Sell	-1,977	Closed	-$205K	–	320
2025 Q1	$205K	Hold	1,977	–	–	0.03%	266
2024 Q4	$206K	Buy	1,977 +11	+0.6%	+$1.2K	0.03%	258
2024 Q3	$220K	Hold	1,966	–	–	0.03%	248
2024 Q2	$206K	Hold	1,966	–	–	0.03%	247
2024 Q1	$203K	Hold	1,966	–	–	0.04%	235
2023 Q4	$204K	Buy	+1,966	New	+$189K	0.04%	229
2023 Q3	–	Sell	-2,414	Closed	-$261K	–	245
2023 Q2	$261K	Sell	2,414 -28	-1%	-$3K	0.06%	186
2023 Q1	$263K	Sell	2,442 -100	-4%	-$10.9K	0.1%	139
2022 Q4	$278K	Sell	2,542 -24	-0.9%	-$2.52K	0.11%	130
2022 Q3	$250K	Hold	2,566	–	–	0.11%	125
2022 Q2	$274K	Hold	2,566	–	–	0.12%	112
2022 Q1	$277K	Hold	2,566	–	–	0.11%	113
2021 Q4	$314K	Buy	2,566 +348	+16%	+$41.7K	0.11%	112
2021 Q3	$259K	Sell	2,218 -50	-2%	-$6.12K	0.1%	115
2021 Q2	$267K	Buy	2,268 +310	+16%	+$35.4K	0.12%	90
2021 Q1	$213K	Hold	1,958	–	–	0.11%	91
2020 Q4	$211K	Buy	+1,958	New	+$199K	0.14%	59

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Onyx Bridge Wealth Group's FXH Position: Q2 2026 in Review

Onyx Bridge Wealth Group opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,775 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings. This is a return to the name: Onyx Bridge Wealth Group previously reported a position in FXH as recently as Q4 2025.

Onyx Bridge Wealth Group first reported a position in FXH in Q4 2020 and has held it in 19 quarters since. The position peaked at $314K in Q4 2021. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Onyx Bridge Wealth Group held 1,775 shares of First Trust Health Care AlphaDEX Fund worth $217K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Onyx Bridge Wealth Group position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #353 holding.
Onyx Bridge Wealth Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 19 quarters since.
Onyx Bridge Wealth Group's First Trust Health Care AlphaDEX Fund position peaked at $314K in Q4 2021.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.