XIDE

Ft Vest Us Equity Buffer & P

Latest period2024 - Q3Total superinvestors18

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 18 superinvestors own shares of Ft Vest Us Equity Buffer & P (XIDE), 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 Us Equity Buffer & P (XIDE), 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 Us Equity Buffer & P (XIDE) 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 Us Equity Buffer & P (XIDE) 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
Rick Reed@Sequent Planning Llc
Recent Activity
Decreased -5.18%
1.75%
$5.066M
166,684 shares@ 30.4 avg price
Ernest J. C'DeBaca@Foundations Investment Advisors, Llc
Recent Activity
Increased 1.6%
0.06%
$2.381M
78,345 shares@ 30.4 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 18.67%
0.01%
$1.7M
55,916 shares@ 30.4 avg price
Jim Dushek@Harbour Investments, Inc.
Recent Activity
Increased 5314.41%
0.05%
$1.531M
50,354 shares@ 30.4 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
New Position
0.01%
$1.082M
35,602 shares@ 30.4 avg price
Stacie Brass@Accel Wealth Management
Recent Activity
Decreased -5.83%
0.32%
$852,886
28,060 shares@ 30.4 avg price
William Dudley Webb Jr.@World Equity Group, Inc.
Recent Activity
Decreased -4.12%
0.22%
$595,653
19,597 shares@ 30.4 avg price
Alexander Hansen@Commonwealth Equity Services, Llc
Recent Activity
Decreased -26%
0.01%
$529,000
17,410 shares@ 30.39 avg price
Jacob Myrvik@Fsb Premier Wealth Management, Inc.
Recent Activity
0.16%
$371,001
12,206 shares@ 30.4 avg price
Michael C Loch@Grant Street Asset Management, Inc.
Recent Activity
Increased 1.68%
0.09%
$305,046
10,036 shares@ 30.4 avg price