Crews Bank & Trust’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Crews Bank & Trust’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 Q2	$43.2K	Hold	353	–	–	0.01%	390
2026 Q1	$38.7K	Hold	353	–	–	0.01%	403
2025 Q4	$40.2K	Hold	353	–	–	0.01%	384
2025 Q3	$38.7K	Hold	353	–	–	0.01%	396
2025 Q2	$36.6K	Buy	+353	New	+$35.5K	0.01%	391

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Crews Bank & Trust's FXH Position: Q2 2026 in Review

Crews Bank & Trust held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 353 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #390.

Crews Bank & Trust first reported a position in FXH in Q2 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Crews Bank & Trust held 353 shares of First Trust Health Care AlphaDEX Fund worth $43.2K as of Q2 2026.
Crews Bank & Trust left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #390 holding.
Crews Bank & Trust first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.