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

Truvestments Capital’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	$99K	Buy	809 +1	+0.1%	+$115	0.01%	403
2026 Q1	$88.7K	Buy	808 +1	+0.1%	+$113	0.02%	403
2025 Q4	$91.9K	Buy	807 +1	+0.1%	+$113	0.02%	351
2025 Q3	$88.4K	Buy	806 +4	+0.5%	+$419	0.02%	363
2025 Q2	$83.1K	Buy	802 +1	+0.1%	+$100	0.02%	314
2025 Q1	$83K	Hold	801	–	–	0.02%	319
2024 Q4	$83.4K	Buy	801 +1	+0.1%	+$109	0.02%	302
2024 Q3	$89.5K	Buy	+800	New	+$87.6K	0.02%	287

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 22.9% 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

Truvestments Capital's FXH Position: Q2 2026 in Review

Truvestments Capital increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.12% in Q2 2026, buying an estimated $115 and bringing the position to 809 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #403.

Truvestments Capital first reported a position in FXH in Q3 2024 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Truvestments Capital held 809 shares of First Trust Health Care AlphaDEX Fund worth $99K as of Q2 2026.
Truvestments Capital bought 1 First Trust Health Care AlphaDEX Fund share in Q2 2026, an estimated $115.
First Trust Health Care AlphaDEX Fund made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #403 holding.
Truvestments Capital first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.