Onyx Bridge Wealth Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,972	Closed	-$276K	–	248
2023 Q1	$276K	Buy	4,972 +1,117	+29%	+$61.7K	0.11%	135
2022 Q4	$205K	Sell	3,855 -23,101	-86%	-$1.18M	0.08%	162
2022 Q3	$1.27M	Buy	26,956 +11,202	+71%	+$571K	0.58%	24
2022 Q2	$806K	Buy	+15,754	New	+$829K	0.36%	38

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

Onyx Bridge Wealth Group sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2023, closing a stake of 4,972 shares — an estimated $276K sold.

Onyx Bridge Wealth Group first reported a position in FXR in Q2 2022 and held it in 4 quarters. The position peaked at $1.27M in Q3 2022. 167 funds tracked by Wall St. Rank hold FXR as of Q2 2023.

Onyx Bridge Wealth Group reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 4,972 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2023, an estimated $276K.
Onyx Bridge Wealth Group first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2022 and held it in 4 quarters.
Onyx Bridge Wealth Group's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $1.27M in Q3 2022.
167 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2023.

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