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 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 $1.66T 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

Luminist Capital's FXH Position: Q1 2026 in Review

Luminist Capital sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 34 shares — an estimated $3.87K sold.

Luminist Capital first reported a position in FXH in Q4 2024 and held it in 5 quarters. The position peaked at $3.87K in Q4 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Luminist Capital reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 34 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $3.87K.
Luminist Capital first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and held it in 5 quarters.
Luminist Capital's First Trust Health Care AlphaDEX Fund position peaked at $3.87K in Q4 2025.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.