Number of Shares
131,400.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
10.25%
Total Estimate Gain
$156,600.00
% of Total Estimate Gain
2.65%

FundX Flexible Income Fund's FIRST TR EXCHANGE4 Holding Summary

As of 2023-09-30, FundX Investment Trust held 131,400.00 shares of FIRST TR EXCHANGE4(FTSL), totaling $6.01 Mil. This investment constitutes 10.25% of their stock portfolio, and FundX Investment Trust now holds 0.25% of the outstanding FIRST TR EXCHANGE4(FTSL) stock.

The initial trade took place in 2023Q2. And since then FundX Flexible Income Fund has made 2 purchases of FTSL, at an average price of $44.95, for a total of 131,400.00 shares. Based on historical transaction data and FTSL's current price of $46.14, FundX Flexible Income Fund's estimated gain on his FTSL holdings is $156,600.00, reflecting a 2.65% gain to date.

FundX Flexible Income Fund FTSL ($46.14) Holding Chart

FundX Flexible Income Fund FTSL ($46.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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