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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return