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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak increased its First Trust Financials AlphaDEX Fund (FXO) stake by 472% in Q2 2026, buying an estimated $369K and bringing the position to 7,500 shares worth $468K. The position accounts for 0.17% of the portfolio, ranked #150.

Thurston Springer Miller Herd & Titak first reported a position in FXO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Thurston Springer Miller Herd & Titak held 7,500 shares of First Trust Financials AlphaDEX Fund worth $468K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 6,189 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $369K.
First Trust Financials AlphaDEX Fund made up 0.17% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #150 holding.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Financials AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's First Trust Financials AlphaDEX Fund position peaked at $1.02M in Q2 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

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