Who owns FUNDX INVT TR?
- Ticker: FFOX
- CUSIP Number: 360876841
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Analyze quarterly positions in Fundx Invt Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold FUNDX INVT TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| One Capital Management | 6.1M | $161M | 11% | Mar 2026 |
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| Capital Analysts | 161k | $4.2M | 2% | Mar 2026 |
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| National Bank Of Canada /fi/ | 125k | $3.4M | -13% | Dec 2025 |
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| Mutual Advisors | 26k | $679k | 1% | Mar 2026 |
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| Goldman Sachs Group | 19k | $509k | 100% | Mar 2026 |
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| Greenup Street Wealth Management | 9.5k | $249k | 0% | Mar 2026 |
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| Apollon Wealth Management | 8.0k | $210k | 0% | Mar 2026 |
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Who sold out of Fundx Invt Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thryve Wealth Management | Dec 2025 | 14k | $377k |
| EP Wealth Advisors | Dec 2025 | 9.3k | $255k |