Thurston Springer Miller Herd & Titak’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio FNX Stock Details FNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Hold	1,703	–	–	0.09%	216
2026 Q1	$218K	Hold	1,703	–	–	0.09%	243
2025 Q4	$215K	Buy	1,703 +857	+101%	+$107K	0.07%	244
2025 Q3	$106K	Sell	846 -7,008	-89%	-$847K	0.21%	136
2025 Q2	$902K	Buy	+7,854	New	+$852K	0.12%	183

Other funds holding FNX

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TCTWM

Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's FNX Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q2 2026 at 1,703 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #216.

Thurston Springer Miller Herd & Titak first reported a position in FNX in Q2 2025 and has held it in 5 quarters since. The position peaked at $902K in Q2 2025. 210 funds tracked by Wall St. Rank hold FNX as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,703 shares of First Trust Mid Cap Core AlphaDEX Fund worth $249K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Core AlphaDEX Fund made up 0.09% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #216 holding.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Thurston Springer Miller Herd & Titak's First Trust Mid Cap Core AlphaDEX Fund position peaked at $902K in Q2 2025.
210 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.