Onyx Bridge Wealth Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-22,858	Closed	-$355K	–	246
2023 Q1	$355K	Buy	22,858 +5,814	+34%	+$95.4K	0.14%	113
2022 Q4	$285K	Sell	17,044 -43,630	-72%	-$783K	0.12%	126
2022 Q3	$1.04M	Sell	60,674 -15,307	-20%	-$250K	0.47%	30
2022 Q2	$1.15M	Buy	+75,981	New	+$1.23M	0.51%	26

Other funds holding FXN

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

Onyx Bridge Wealth Group sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2023, closing a stake of 22,858 shares — an estimated $355K sold.

Onyx Bridge Wealth Group first reported a position in FXN in Q2 2022 and held it in 4 quarters. The position peaked at $1.15M in Q2 2022. 149 funds tracked by Wall St. Rank hold FXN as of Q2 2023.

Onyx Bridge Wealth Group reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 22,858 First Trust Energy AlphaDEX Fund shares in Q2 2023, an estimated $355K.
Onyx Bridge Wealth Group first reported a position in First Trust Energy AlphaDEX Fund in Q2 2022 and held it in 4 quarters.
Onyx Bridge Wealth Group's First Trust Energy AlphaDEX Fund position peaked at $1.15M in Q2 2022.
149 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2023.

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