FFOX — FUNDX INVT TR

Ownership history in Capital Analysts, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in FUNDX INVT TR (FFOX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2025 Q4)
Avg. % of fund
0.09%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 158,295 +58,922 +59.3% 0.13% $4.3M $27.27
2025 Q3 ADDED 99,373 +16,275 +19.6% 0.08% $2.7M $27.00
2025 Q2 INITIATED 83,098 — — 0.07% $2.2M $25.46
% of Fund (quarterly)    FFOX price (monthly, adj. close)

Other funds also holding FFOX

As of 2025 Q4 — sorted by position size

One Capital Management, LLC 3Y 7Y 4.52% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 0.29% THRYVE WEALTH MANAGEMENT LLC 0.19% Mutual Advisors, LLC 3Y 7Y 0.01% Apollon Wealth Management, LLC 3Y 7Y 0.0% NATIONAL BANK OF CANADA /FI/ 3Y 0.0% EP Wealth Advisors, LLC 3Y 7Y 0.0%
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