EP Wealth Advisors
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EP Wealth Advisors’s FundX Future Fund Opportunities ETF FFOX Stock Holding History

EP Wealth Advisors’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 		– Sell
-9,334
Closed -$255K – 1618
2025
Q4 		$255K Buy
+9,334
New +$259K ﹤0.01% 1230

Other funds holding FFOX

One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Greenup Street Wealth Management
Greenup Street Wealth Management Ann Arbor, Michigan $813M AUM 17.13% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors's FFOX Position: Q1 2026 in Review

EP Wealth Advisors sold out of FundX Future Fund Opportunities ETF (FFOX) in Q1 2026, closing a stake of 9,334 shares — an estimated $255K sold.

EP Wealth Advisors first reported a position in FFOX in Q4 2025 and held it in 1 quarter. The position peaked at $255K in Q4 2025. 9 funds tracked by Wall St. Rank hold FFOX as of Q1 2026.

  • EP Wealth Advisors reported no remaining FundX Future Fund Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,334 FundX Future Fund Opportunities ETF shares in Q1 2026, an estimated $255K.
  • EP Wealth Advisors first reported a position in FundX Future Fund Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's FundX Future Fund Opportunities ETF position peaked at $255K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held FundX Future Fund Opportunities ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.