TWM
FXH icon

Trueblood Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Trueblood Wealth 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 		$404K Sell
3,678
-68
-2% -$7.71K 0.16% 172
2025
Q4 		$426K Buy
3,746
+229
+7% +$26K 0.17% 169
2025
Q3 		$386K Buy
3,517
+257
+8% +$26.9K 0.15% 176
2025
Q2 		$338K Buy
3,260
+2
+0.1% +$201 0.14% 189
2025
Q1 		$338K Hold
3,258
– – 0.16% 172
2024
Q4 		$339K Buy
3,258
+470
+17% +$51K 0.17% 170
2024
Q3 		$312K Hold
2,788
– – 0.16% 174
2024
Q2 		$291K Hold
2,788
– – 0.16% 167
2024
Q1 		$306K Hold
2,788
– – 0.18% 152
2023
Q4 		$289K Buy
+2,788
New +$269K 0.18% 159

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM