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

Triumph Capital Management’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	–	Sell	-31	Closed	-$3.4K	–	1879
2026 Q1	$3.4K	Hold	31	–	–	﹤0.01%	1426
2025 Q4	$3.53K	Buy	+31	New	+$3.51K	﹤0.01%	1357
2024 Q3	–	Sell	-6,545	Closed	-$684K	–	282
2024 Q2	$684K	Sell	6,545 -294	-4%	-$30.9K	0.27%	88
2024 Q1	$744K	Sell	6,839 -3,233	-32%	-$342K	0.3%	85
2023 Q4	$1.04M	Sell	10,072 -1,448	-13%	-$140K	0.44%	55
2023 Q3	$1.12M	Buy	+11,520	New	+$1.2M	0.51%	45

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

Triumph Capital Management's FXH Position: Q2 2026 in Review

Triumph Capital Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 31 shares — an estimated $3.4K sold.

Triumph Capital Management first reported a position in FXH in Q3 2023 and held it in 6 quarters. The position peaked at $1.12M in Q3 2023. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Triumph Capital Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 31 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $3.4K.
Triumph Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and held it in 6 quarters.
Triumph Capital Management's First Trust Health Care AlphaDEX Fund position peaked at $1.12M in Q3 2023.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.