Truist Financial
FXH icon

Truist Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Truist Financial’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 		$2.23M Sell
18,182
-1,472
-7% -$169K ﹤0.01% 1330
2026
Q1 		$2.16M Buy
19,654
+99
+0.5% +$11.2K ﹤0.01% 1279
2025
Q4 		$2.23M Buy
19,555
+1,201
+7% +$136K ﹤0.01% 1234
2025
Q3 		$2.01M Sell
18,354
-1,882
-9% -$197K ﹤0.01% 1334
2025
Q2 		$2.1M Sell
20,236
-1,121
-5% -$113K ﹤0.01% 1252
2025
Q1 		$2.21M Sell
21,357
-5,634
-21% -$603K ﹤0.01% 1177
2024
Q4 		$2.81M Sell
26,991
-8,457
-24% -$918K ﹤0.01% 1080
2024
Q3 		$3.97M Sell
35,448
-1,047
-3% -$115K 0.01% 924
2024
Q2 		$3.81M Buy
36,495
+261
+0.7% +$27.4K 0.01% 980
2024
Q1 		$3.97M Buy
36,234
+40
+0.1% +$4.23K 0.01% 976
2023
Q4 		$3.75M Sell
36,194
-2,022
-5% -$195K 0.01% 974
2023
Q3 		$3.71M Buy
38,216
+1,862
+5% +$193K 0.01% 958
2023
Q2 		$3.94M Sell
36,354
-1,184
-3% -$127K 0.01% 927
2023
Q1 		$4.04M Sell
37,538
-26,814
-42% -$2.92M 0.01% 907
2022
Q4 		$7M Sell
64,352
-14,197
-18% -$1.49M 0.01% 698
2022
Q3 		$7.63M Buy
78,549
+34,115
+77% +$3.59M 0.01% 651
2022
Q2 		$4.58M Buy
44,434
+21,278
+92% +$2.29M 0.01% 837
2022
Q1 		$2.65M Sell
23,156
-116,155
-83% -$13M ﹤0.01% 1172
2021
Q4 		$17.3M Buy
139,311
+1,595
+1% +$191K 0.03% 475
2021
Q3 		$16.4M Sell
137,716
-1,093
-0.8% -$134K 0.03% 465
2021
Q2 		$16.3M Sell
138,809
-7,347
-5% -$838K 0.03% 490
2021
Q1 		$15.9M Sell
146,156
-11,484
-7% -$1.26M 0.03% 483
2020
Q4 		$17M Sell
157,640
-36,342
-19% -$3.7M 0.03% 443
2020
Q3 		$18.4M Buy
193,982
+10,520
+6% +$985K 0.04% 375
2020
Q2 		$16.5M Buy
183,462
+88,322
+93% +$7.57M 0.04% 397
2020
Q1 		$7.04M Buy
95,140
+65,364
+220% +$5.31M 0.02% 584
2019
Q4 		$2.51M Buy
+29,776
New +$2.36M 0.01% 1030

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Envestnet Asset Management
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

Truist Financial's FXH Position: Q2 2026 in Review

Truist Financial reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 7.5% in Q2 2026, selling an estimated $169K and leaving 18,182 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Truist Financial first reported a position in FXH in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.4M in Q3 2020. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Truist Financial held 18,182 shares of First Trust Health Care AlphaDEX Fund worth $2.23M as of Q2 2026.
  • Truist Financial sold 1,472 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $169K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1330 holding.
  • Truist Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's First Trust Health Care AlphaDEX Fund position peaked at $18.4M in Q3 2020.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.