THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. FTXO — FIRST TR EXCHANGE ETF

Ownership history in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.  ·  6 quarters on record

AI Ownership Summary

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported FIRST TR EXCHANGE ETF (FTXO) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows FTXO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s position in FIRST TR EXCHANGE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTXO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTXO stock page THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. fund profile THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. full holdings
How THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. held FTXO — position size vs. price
% of Fund (quarterly)    FTXO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 48.7% +15.7% ❌ 500 -475 -48.7% 0.01% $18K 2026-04-14 $38.51
2025 Q4 REDUCED 8.5% -4.1% ✅ 975 -90 -8.5% 0.01% $37K 2026-01-20 $37.49
2025 Q2 REDUCED 22.0% +9.2% ❌ 1,065 -300 -22.0% 0.00% $35K 2025-07-07 $33.81
2025 Q1 REDUCED 42.3% +9.3% ❌ 1,365 -1,000 -42.3% 0.01% $41K 2025-04-10 $25.89
2024 Q4 ADDED — — — 2,365 +1,750 +284.6% 0.02% $75K 2025-01-14 $31.72
2024 Q3 INITIATED — — — 615 — — 0.00% $18K 2024-10-11 $29.17

🏢 Other funds also holding FTXO

As of 2026 Q1 — sorted by position size

TradeWell Securities, LLC. 2.56% Wagner Wealth Management, LLC 3Y 7Y 1.15% Englebert Financial Advisers, LLC 1.09% Holistic Financial Partners 3Y 7Y 0.44% Pacific Excel Wealth Advisors, Inc. 0.26% IAMS WEALTH MANAGEMENT, LLC 0.23% BETO FINANCIAL GROUP, LLC 0.18% PURSUE WEALTH PARTNERS LLC 3Y 0.16% PFG Advisors 3Y 7Y 0.15% DAYMARK WEALTH PARTNERS, LLC 3Y 0.15%

FAQ About THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. and FTXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported owning FTXO?

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported FTXO across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FTXO position in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s portfolio?

The largest reported portfolio weight for FTXO was 0.02% in 2024 Q4.

What is the latest reported FTXO position on this page?

The most recent filing on this page is 2026 Q1, when THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported 500 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this FTXO ownership page compare?

The chart compares THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s quarterly FTXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. time their FTXO position?

Based on 13F filing dates vs. subsequent FTXO price moves, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FTXO relative to SPY over the holding period was +5.4%.

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