Onyx Bridge Wealth Group LLC First Tr Multi Cap Value Alpha Transaction History

Onyx Bridge Wealth Group LLC

$591 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$60.81 - $74.41 $54,242 - $66,373	-892 Reduced 20.25%	3,514 $218,000
Q2 2022 Jul 25, 2022	BUY	$63.92 - $76.25 $281,631 - $335,957	4,406 New	4,406 $301,000

Others Institutions Holding FAB

# of Institutions

66

Shares Held

912K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

119K
Shares

$9.99 Million
0.03% of portfolio
Morgan Stanley New York, NY

94.5K
Shares

$7.91 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

75.3K
Shares

$6.3 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

72.9K
Shares

$6.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

50.8K
Shares

$4.25 Million
0.01% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

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