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Strategic Blueprint’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Strategic Blueprint’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
2025
Q3 		– Sell
-13,176
Closed -$1.37M – 736
2025
Q2 		$1.37M Sell
13,176
-400
-3% -$40.2K 0.07% 250
2025
Q1 		$1.41M Buy
13,576
+972
+8% +$104K 0.08% 223
2024
Q4 		$1.31M Buy
12,604
+817
+7% +$88.7K 0.08% 213
2024
Q3 		$1.32M Buy
11,787
+1,739
+17% +$191K 0.08% 208
2024
Q2 		$1.05M Buy
10,048
+402
+4% +$42.2K 0.07% 234
2024
Q1 		$1.06M Buy
9,646
+225
+2% +$23.8K 0.08% 239
2023
Q4 		$976K Buy
9,421
+95
+1% +$9.15K 0.08% 230
2023
Q3 		$906K Buy
9,326
+1,431
+18% +$148K 0.08% 229
2023
Q2 		$855K Buy
+7,895
New +$845K 0.08% 220
2022
Q2 		– Sell
-4,229
Closed -$485K – 515
2022
Q1 		$485K Buy
4,229
+729
+21% +$81.7K 0.06% 286
2021
Q4 		$435K Buy
+3,500
New +$419K 0.05% 287
2021
Q3 		– Sell
-282
Closed -$33K – 729
2021
Q2 		$33K Buy
+282
New +$32.2K 0.01% 712

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Blueprint's FXH Position: Q3 2025 in Review

Strategic Blueprint sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2025, closing a stake of 13,176 shares — an estimated $1.37M sold.

Strategic Blueprint first reported a position in FXH in Q2 2021 and held it in 12 quarters. The position peaked at $1.41M in Q1 2025. 219 funds tracked by Wall St. Rank hold FXH as of Q3 2025.

  • Strategic Blueprint reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Strategic Blueprint sold 13,176 First Trust Health Care AlphaDEX Fund shares in Q3 2025, an estimated $1.37M.
  • Strategic Blueprint first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2021 and held it in 12 quarters.
  • Strategic Blueprint's First Trust Health Care AlphaDEX Fund position peaked at $1.41M in Q1 2025.
  • 219 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2025.

Based on Strategic Blueprint's 13F filing for Q3 2025, filed 23 Oct 2025.