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 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 $1.66T 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

Triumph Capital Management's FXH Position: Q1 2026 in Review

Triumph Capital Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q1 2026 at 31 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Triumph Capital Management first reported a position in FXH in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2023. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Triumph Capital Management held 31 shares of First Trust Health Care AlphaDEX Fund worth $3.4K as of Q1 2026.
Triumph Capital Management left its First Trust Health Care AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1426 holding.
Triumph Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 6 quarters since.
Triumph Capital Management's First Trust Health Care AlphaDEX Fund position peaked at $1.12M in Q3 2023.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.