SDVD

Ft Vest Smid Rising Dividend

Latest period2024 - Q4Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Ft Vest Smid Rising Dividend (SDVD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Smid Rising Dividend (SDVD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Smid Rising Dividend (SDVD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Smid Rising Dividend (SDVD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.06%
$2.797M
130,013 shares@ 21.52 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 12.67%
0.01%
$2.014M
93,631 shares@ 21.51 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 140.02%
0.05%
$1.189M
55,270 shares@ 21.52 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.05%
$580,810
27,090 shares@ 21.45 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 15.88%
0.19%
$548,392
25,489 shares@ 21.52 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 16.11%
0.22%
$443,768
20,626 shares@ 21.52 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 44.79%
0.12%
$283,163
13,161 shares@ 21.52 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
New Position
0.03%
$238,924
11,105 shares@ 21.52 avg price
Aman Bhangu@Pacifica Partners Inc.
Recent Activity
0.01%
$18,867
880 shares@ 21.44 avg price