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Onyx Bridge Wealth Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Onyx Bridge Wealth Group’s Portfolio FXL Stock Details FXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,429
Closed -$212K – 301
2024
Q4 		$212K Buy
+1,429
New +$211K 0.03% 251

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Onyx Bridge Wealth Group's FXL Position: Q1 2025 in Review

Onyx Bridge Wealth Group sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2025, closing a stake of 1,429 shares — an estimated $212K sold.

Onyx Bridge Wealth Group first reported a position in FXL in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 232 funds tracked by Wall St. Rank hold FXL as of Q1 2025.

  • Onyx Bridge Wealth Group reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 1,429 First Trust Technology AlphaDEX Fund shares in Q1 2025, an estimated $212K.
  • Onyx Bridge Wealth Group first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's First Trust Technology AlphaDEX Fund position peaked at $212K in Q4 2024.
  • 232 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2025, filed 29 Apr 2025.