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Thurston Springer Miller Herd & Titak’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio FXO Stock Details FXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Buy
7,500
+6,189
+472% +$369K 0.17% 150
2026
Q1 		$73.7K Sell
1,311
-2,786
-68% -$165K 0.03% 465
2025
Q4 		$247K Buy
4,097
+3,025
+282% +$178K 0.09% 227
2025
Q3 		$63.7K Sell
1,072
-17,074
-94% -$992K 0.13% 185
2025
Q2 		$1.02M Buy
18,146
+1,895
+12% +$99.2K 0.13% 172
2025
Q1 		$861K Buy
16,251
+1,948
+14% +$107K 0.14% 145
2024
Q4 		$774K Buy
14,303
+13,403
+1,489% +$734K 0.16% 147
2024
Q3 		$46K Hold
900
– – 0.01% 579
2024
Q2 		$41.7K Buy
+900
New +$41.5K 0.01% 594

Other funds holding FXO

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return