Central Trust Company’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Central Trust Company’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	–	Sell	-51	Closed	-$5.8K	–	1604
2025 Q4	$5.8K	Buy	+51	New	+$5.78K	﹤0.01%	1196
2024 Q3	–	Sell	-300	Closed	-$31.4K	–	1466
2024 Q2	$31.4K	Sell	300 -41	-12%	-$4.31K	﹤0.01%	864
2024 Q1	$37.4K	Hold	341	–	–	﹤0.01%	859
2023 Q4	$35.3K	Hold	341	–	–	﹤0.01%	858
2023 Q3	$33.1K	Buy	341 +7	+2%	+$726	﹤0.01%	853
2023 Q2	$36.2K	Hold	334	–	–	﹤0.01%	833
2023 Q1	$35.9K	Hold	334	–	–	﹤0.01%	845
2022 Q4	$36.3K	Hold	334	–	–	﹤0.01%	822
2022 Q3	$32K	Buy	+334	New	+$35.2K	﹤0.01%	851
2015 Q3	–	Sell	-733	Closed	-$50K	–	1206
2015 Q2	$50K	Buy	+733	New	+$49.6K	﹤0.01%	660

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 $595M AUM 23.65% 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 $751M AUM

Central Trust Company's FXH Position: Q1 2026 in Review

Central Trust Company sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 51 shares — an estimated $5.8K sold.

Central Trust Company first reported a position in FXH in Q2 2015 and held it in 10 quarters. The position peaked at $50K in Q2 2015. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Central Trust Company reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Central Trust Company sold 51 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $5.8K.
Central Trust Company first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 10 quarters.
Central Trust Company's First Trust Health Care AlphaDEX Fund position peaked at $50K in Q2 2015.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.