Blue Trust Inc
FXH icon

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
Q3 		$53.1K Buy
406
+1
+0.2% +$129 ﹤0.01% 1203
2026
Q2 		$49.6K Hold
405
– – ﹤0.01% 1357
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Blue Trust Inc's FXH Position: Q3 2026 in Review

Blue Trust Inc increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.25% in Q3 2026, buying an estimated $129 and bringing the position to 406 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Blue Trust Inc first reported a position in FXH in Q3 2023 and has held it in 9 quarters since. The position peaked at $62.3K in Q2 2025. 151 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • Blue Trust Inc held 406 shares of First Trust Health Care AlphaDEX Fund worth $53.1K as of Q3 2026.
  • Blue Trust Inc bought 1 First Trust Health Care AlphaDEX Fund share in Q3 2026, an estimated $129.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1203 holding.
  • Blue Trust Inc first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 9 quarters since.
  • Blue Trust Inc's First Trust Health Care AlphaDEX Fund position peaked at $62.3K in Q2 2025.
  • 151 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.