FUNDX INVT TR FFOX
FUTURE FUND OPPO · ETP · CUSIP 360876841
8
institutional holders
+0 vs Q3 2025
5.8m
shares reported held*
$159.3mreported value*
0 new
2 added
2 reduced
2 sold out
net bought ≈ $10.3m (+376.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.27.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 6 |
| Q3 2025 | 8 |
| Q4 2025 | 8 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 6 | 1 |
| Q4 2025 | 2 | 4 |
Biggest buyers
| One Capital Management, LLC | Added | +405.8k |
| Capital Analysts, LLC | Added | +58.9k |
Biggest sellers
| GREENUP STREET WEALTH MANAGEMENT LLC | Reduced | -58.9k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -18.8k |
| GTS SECURITIES LLC | Sold out | -7.8k |
| ROYAL BANK OF CANADA | Sold out | -3.0k |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| One Capital Management, LLC 4.52% of their portfolio | 5.5m $149.8m | Added +405.8k |
| Capital Analysts, LLC 0.12% of their portfolio | 158.3k $4.3m | Added +58.9k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 125.1k $3.4m | Reduced -18.8k |
| Mutual Advisors, LLC 0.01% of their portfolio | 25.5k $695.0k | Unchanged |
| THRYVE WEALTH MANAGEMENT LLC 0.19% of their portfolio | 13.8k $376.6k | First filing |
| GREENUP STREET WEALTH MANAGEMENT LLC 0.04% of their portfolio | 9.4k $257.7k | Reduced -58.9k |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 9.3k $254.5k | First filing |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 8.0k $217.2k | Unchanged |