FUNDX INVT TR's ticker is and the CUSIP is 360876809. A total of 10 filers reported holding FUNDX INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $268,104 | – | 5,579 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 940,986 | $62,376,573 | 2.12% |
| AIMZ Investment Advisors, LLC | 3,259 | $216,034 | 0.08% |
| FIRST AMERICAN TRUST, FSB | 6,385 | $423,252 | 0.04% |
| AlTi Global, Inc. | 7,272 | $482,063 | 0.01% |
| GTS SECURITIES LLC | 14,130 | $936,649 | 0.00% |
| Creative Planning | 13,490 | $894,216 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,936 | $327,200 | 0.00% |
| MORGAN STANLEY | 161 | $10,672 | 0.00% |