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 Q2	$503K	Buy	4,108 +430	+12%	+$49.3K	0.18%	157
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 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

Trueblood Wealth Management's FXH Position: Q2 2026 in Review

Trueblood Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 12% in Q2 2026, buying an estimated $49.3K and bringing the position to 4,108 shares worth $503K. The position accounts for 0.18% of the portfolio, ranked #157.

Trueblood Wealth Management first reported a position in FXH in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Trueblood Wealth Management held 4,108 shares of First Trust Health Care AlphaDEX Fund worth $503K as of Q2 2026.
Trueblood Wealth Management bought 430 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $49.3K.
First Trust Health Care AlphaDEX Fund made up 0.18% of Trueblood Wealth Management's portfolio in Q2 2026, its #157 holding.
Trueblood Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.