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

Washington Trust’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
2025 Q1	–	Sell	-278	Closed	-$28.9K	–	803
2024 Q4	$28.9K	Hold	278	–	–	﹤0.01%	525
2024 Q3	$31.1K	Hold	278	–	–	﹤0.01%	522
2024 Q2	$29.1K	Hold	278	–	–	﹤0.01%	525
2024 Q1	$30.5K	Hold	278	–	–	﹤0.01%	519
2023 Q4	$28.8K	Hold	278	–	–	﹤0.01%	501
2023 Q3	$27K	Hold	278	–	–	﹤0.01%	487
2023 Q2	$30.1K	Hold	278	–	–	﹤0.01%	489
2023 Q1	$29.9K	Hold	278	–	–	﹤0.01%	499
2022 Q4	$30.2K	Hold	278	–	–	﹤0.01%	486
2022 Q3	$27K	Hold	278	–	–	﹤0.01%	492
2022 Q2	$29K	Hold	278	–	–	﹤0.01%	489
2022 Q1	$32K	Hold	278	–	–	﹤0.01%	500
2021 Q4	$35K	Hold	278	–	–	﹤0.01%	496
2021 Q3	$33K	Hold	278	–	–	﹤0.01%	597
2021 Q2	$33K	Hold	278	–	–	﹤0.01%	606
2021 Q1	$30K	Buy	+278	New	+$30.4K	﹤0.01%	610

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Washington Trust's FXH Position: Q1 2025 in Review

Washington Trust sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 278 shares — an estimated $28.9K sold.

Washington Trust first reported a position in FXH in Q1 2021 and held it in 16 quarters. The position peaked at $35K in Q4 2021. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

Washington Trust reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 278 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $28.9K.
Washington Trust first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2021 and held it in 16 quarters.
Washington Trust's First Trust Health Care AlphaDEX Fund position peaked at $35K in Q4 2021.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.