Luminist Capital’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Luminist Capital’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	$4.16K	Buy	+34	New	+$3.9K	﹤0.01%	289
2026 Q1	–	Sell	-34	Closed	-$3.87K	–	169
2025 Q4	$3.87K	Hold	34	–	–	﹤0.01%	192
2025 Q3	$3.8K	Hold	34	–	–	﹤0.01%	250
2025 Q2	$3.56K	Hold	34	–	–	﹤0.01%	244
2025 Q1	$3.5K	Hold	34	–	–	﹤0.01%	188
2024 Q4	$3.54K	Buy	+34	New	+$3.69K	0.01%	172

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

Luminist Capital's FXH Position: Q2 2026 in Review

Luminist Capital opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 34 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Luminist Capital previously reported a position in FXH as recently as Q4 2025.

Luminist Capital first reported a position in FXH in Q4 2024 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Luminist Capital held 34 shares of First Trust Health Care AlphaDEX Fund worth $4.16K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Luminist Capital position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #289 holding.
Luminist Capital first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.