CAL
FFOX

Capital Analysts LLC’s FundX Future Fund Opportunities ETF FFOX Stock Holding History

Capital Analysts LLC’s Portfolio FFOX Stock Details FFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.24M Buy
160,784
+2,489
+2% +$69.9K 0.11% 160
2025
Q4 		$4.32M Buy
158,295
+58,922
+59% +$1.63M 0.12% 148
2025
Q3 		$2.73M Buy
99,373
+16,275
+20% +$435K 0.08% 200
2025
Q2 		$2.15M Buy
+83,098
New +$2.1M 0.07% 202

Other funds holding FFOX

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Analysts LLC's FFOX Position: Q1 2026 in Review

Capital Analysts LLC increased its FundX Future Fund Opportunities ETF (FFOX) stake by 1.6% in Q1 2026, buying an estimated $69.9K and bringing the position to 160,784 shares worth $4.24M. The position accounts for 0.11% of the portfolio, ranked #160.

Capital Analysts LLC first reported a position in FFOX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.32M in Q4 2025. 9 funds tracked by Wall St. Rank hold FFOX as of Q1 2026.

  • Capital Analysts LLC held 160,784 shares of FundX Future Fund Opportunities ETF worth $4.24M as of Q1 2026.
  • Capital Analysts LLC bought 2,489 FundX Future Fund Opportunities ETF shares in Q1 2026, an estimated $69.9K.
  • FundX Future Fund Opportunities ETF made up 0.11% of Capital Analysts LLC's portfolio in Q1 2026, its #160 holding.
  • Capital Analysts LLC first reported a position in FundX Future Fund Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • Capital Analysts LLC's FundX Future Fund Opportunities ETF position peaked at $4.32M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held FundX Future Fund Opportunities ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.