FUNDX INVT TR's ticker is and the CUSIP is 360876809. A total of 10 filers reported holding FUNDX INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $808,501 | – | 16,140 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 980,561 | $48,372,278 | 2.15% |
| FIRST AMERICAN TRUST, FSB | 6,385 | $314,980 | 0.04% |
| Glass Jacobson Investment Advisors llc | 1,164 | $57,422 | 0.03% |
| Creative Planning | 15,441 | $761,723 | 0.00% |
| GTS SECURITIES LLC | 5,861 | $289,129 | 0.00% |
| UBS Group AG | 300 | $14,799 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 697 | $34,384 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| MORGAN STANLEY | 161 | $7,942 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,797 | $729,954 | 0.00% |