Ft Vest Us Equity Buffer & P
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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Rick Reed@Sequent Planning Llc
| 1.75% | $5.066M 166,684 shares@ 30.4 avg price | Decreased -5.18% |
Stacie Brass@Accel Wealth Management
| 0.32% | $852,886 28,060 shares@ 30.4 avg price | Decreased -5.83% |
William Dudley Webb Jr.@World Equity Group, Inc.
| 0.22% | $595,653 19,597 shares@ 30.4 avg price | Decreased -4.12% |
Alexander Hansen@Commonwealth Equity Services, Llc
| 0.01% | $529,000 17,410 shares@ 30.39 avg price | Decreased -26% |
Shad Lamm@Keystone Wealth Services, Llc
| 0.06% | $208,651 6,865 shares@ 30.4 avg price | Decreased -8.33% |
Nancy Oliver@Cary Street Partners Investment Advisory Llc
| 0.01% | $204,133 6,716 shares@ 30.4 avg price | Decreased -22.94% |
Thomas Drogan@Principal Securities, Inc.
| 0.01% | $5,807 191 shares@ 30.41 avg price | Decreased -43.82% |