Thurston Springer Miller Herd & Titak’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Sell	1,656 -43	-3%	-$8.38K	0.13%	184
2026 Q1	$270K	Sell	1,699 -239	-12%	-$40K	0.11%	203
2025 Q4	$326K	Buy	1,938 +914	+89%	+$155K	0.11%	182
2025 Q3	$172K	Sell	1,024 -7,926	-89%	-$1.28M	0.34%	91
2025 Q2	$1.41M	Sell	8,950 -626	-7%	-$88.8K	0.18%	134
2025 Q1	$1.27M	Buy	9,576 +709	+8%	+$105K	0.21%	116
2024 Q4	$1.32M	Buy	8,867 +1,743	+24%	+$258K	0.27%	94
2024 Q3	$988K	Sell	7,124 -237	-3%	-$31.8K	0.27%	94
2024 Q2	$1M	Buy	+7,361	New	+$971K	0.31%	77

Other funds holding FXL

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return