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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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