Blue Trust Inc’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Blue Trust Inc’s Portfolio FXH Stock Details FXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.4K	Buy	405 +1	+0.2%	+$113	﹤0.01%	1380
2025 Q4	$46K	Buy	404 +1	+0.2%	+$113	﹤0.01%	1395
2025 Q3	$44.2K	Sell	403 -198	-33%	-$20.8K	﹤0.01%	1455
2025 Q2	$62.3K	Buy	601 +200	+50%	+$20.1K	﹤0.01%	1267
2025 Q1	$41.5K	Hold	401	–	–	﹤0.01%	1448
2024 Q4	$41.7K	Buy	+401	New	+$43.5K	﹤0.01%	1412
2023 Q4	–	Sell	-54	Closed	-$6K	–	2574
2023 Q3	$6K	Buy	+54	New	+$5.6K	﹤0.01%	1578

Other funds holding FXH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

Blue Trust Inc's FXH Position: Q1 2026 in Review

Blue Trust Inc increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.25% in Q1 2026, buying an estimated $113 and bringing the position to 405 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Blue Trust Inc first reported a position in FXH in Q3 2023 and has held it in 7 quarters since. The position peaked at $62.3K in Q2 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Blue Trust Inc held 405 shares of First Trust Health Care AlphaDEX Fund worth $44.4K as of Q1 2026.
Blue Trust Inc bought 1 First Trust Health Care AlphaDEX Fund share in Q1 2026, an estimated $113.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1380 holding.
Blue Trust Inc first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 7 quarters since.
Blue Trust Inc's First Trust Health Care AlphaDEX Fund position peaked at $62.3K in Q2 2025.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.