FFOX Institutional Ownership
FundX Future Fund Opportunities ETF
1W: +1.1%
1M: -0.6%
3M: -5.8%
YTD: +4.1%
1Y: +4.7%
$28.80
+0.37 (+1.30%)
Weekly Expected Move ±1.7%
$28
$28
$29
$29
$30
Overview
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Institutional Ownership — FFOX
11
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
174M
Total Invested
2
New Positions
2
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 6,104,571 | 176M | — | +0.0% | 5Q | SEC ↗ |
| 2 | Capital Analysts, LLC | 164,714 | 5M | +3,930 | +2.4% | 5Q | SEC ↗ |
| 3 | LPL Financial LLC NEW | 122,421 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 4 | NATIONAL BANK OF CANADA /FI | 91,115 | 3M | -5,267 | -5.5% | 5Q | SEC ↗ |
| 5 | Mutual Advisors, LLC | 25,758 | 742K | — | +0.0% | 5Q | SEC ↗ |
| 6 | GTS SECURITIES LLC | 11,998 | 346K | -18,957 | -61.2% | 2Q | SEC ↗ |
| 7 | GREENUP STREET WEALTH MANAGEMENT LLC | 9,450 | 272K | — | +0.0% | 4Q | SEC ↗ |
| 8 | Apollon Wealth Management, LLC | 7,965 | 229K | — | +0.0% | 5Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 3,645 | 105K | +2,842 | +353.9% | 2Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 3,197 | 92K | — | +0.0% | 1Q | SEC ↗ |
| 11 | EP Wealth Advisors, LLC | 0 | 0K | -9,334 | -100.0% | 1Q | SEC ↗ |
| 12 | THRYVE WEALTH MANAGEMENT LLC | 0 | 0K | -13,811 | -100.0% | 1Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 0 | 0K | -19,323 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 122,421 | 4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 3,197 | 92K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 19,323 | 557K |
| THRYVE WEALTH MANAGEMENT LLC | 13,811 | 398K |
| EP Wealth Advisors, LLC | 9,334 | 269K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital Analysts, LLC | +3,930 | +2.4% | 164,714 |
| JPMORGAN CHASE & CO | +2,842 | +353.9% | 3,645 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -18,957 | -61.2% | 11,998 |
| NATIONAL BANK OF CANADA /FI | -5,267 | -5.5% | 91,115 |