OBWG
Onyx Bridge Wealth Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$1.15K | 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 | +$204K | 0.04% | 229 |
|
|
2023
Q3 | – | Sell |
-2,414
| Closed | -$261K | – | 245 |
|
|
2023
Q2 | $261K | Sell |
2,414
-28
| -1% | -$3.03K | 0.06% | 186 |
|
|
2023
Q1 | $263K | Sell |
2,442
-100
| -4% | -$10.8K | 0.1% | 139 |
|
|
2022
Q4 | $278K | Sell |
2,542
-24
| -0.9% | -$2.63K | 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% | +$42.6K | 0.11% | 112 |
|
|
2021
Q3 | $259K | Sell |
2,218
-50
| -2% | -$5.84K | 0.1% | 115 |
|
|
2021
Q2 | $267K | Buy |
2,268
+310
| +16% | +$36.5K | 0.12% | 90 |
|
|
2021
Q1 | $213K | Hold |
1,958
| – | – | 0.11% | 91 |
|
|
2020
Q4 | $211K | Buy |
+1,958
| New | +$211K | 0.14% | 59 |
|