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Thurston Springer Miller Herd & Titak’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$3.04K – 857
2025
Q2 		$3.04K Hold
200
– – ﹤0.01% 1363
2025
Q1 		$3.3K Hold
200
– – ﹤0.01% 1364
2024
Q4 		$3.27K Buy
+200
New +$3.36K ﹤0.01% 1073

Other funds holding FXN

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's FXN Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Energy AlphaDEX Fund (FXN) in Q3 2025, closing a stake of 200 shares — an estimated $3.04K sold.

Thurston Springer Miller Herd & Titak first reported a position in FXN in Q4 2024 and held it in 3 quarters. The position peaked at $3.3K in Q1 2025. 114 funds tracked by Wall St. Rank hold FXN as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining First Trust Energy AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 200 First Trust Energy AlphaDEX Fund shares in Q3 2025, an estimated $3.04K.
  • Thurston Springer Miller Herd & Titak first reported a position in First Trust Energy AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's First Trust Energy AlphaDEX Fund position peaked at $3.3K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.