Onyx Bridge Wealth Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-29,522	Closed	-$1.51M	–	294
2024 Q3	$1.51M	Buy	+29,522	New	+$1.45M	0.23%	80
2023 Q2	–	Sell	-5,951	Closed	-$222K	–	247
2023 Q1	$222K	Buy	5,951 +616	+12%	+$26K	0.09%	157
2022 Q4	$227K	Sell	5,335 -18,041	-77%	-$742K	0.09%	154
2022 Q3	$878K	Buy	23,376 +12,716	+119%	+$518K	0.4%	37
2022 Q2	$431K	Buy	+10,660	New	+$450K	0.19%	77

Other funds holding FXO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Onyx Bridge Wealth Group's FXO Position: Q4 2024 in Review

Onyx Bridge Wealth Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2024, closing a stake of 29,522 shares — an estimated $1.51M sold.

Onyx Bridge Wealth Group first reported a position in FXO in Q2 2022 and held it in 5 quarters. The position peaked at $1.51M in Q3 2024. 232 funds tracked by Wall St. Rank hold FXO as of Q4 2024.

Onyx Bridge Wealth Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Onyx Bridge Wealth Group sold 29,522 First Trust Financials AlphaDEX Fund shares in Q4 2024, an estimated $1.51M.
Onyx Bridge Wealth Group first reported a position in First Trust Financials AlphaDEX Fund in Q2 2022 and held it in 5 quarters.
Onyx Bridge Wealth Group's First Trust Financials AlphaDEX Fund position peaked at $1.51M in Q3 2024.
232 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2024, filed 27 Jan 2025.