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
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
Shad Lamm@Keystone Wealth Services, Llc
Recent Activity
Decreased -8.33%
0.06%
$208,651
6,865 shares@ 30.4 avg price
Nancy Oliver@Cary Street Partners Investment Advisory Llc
Recent Activity
Decreased -22.94%
0.01%
$204,133
6,716 shares@ 30.4 avg price
Thomas Drogan@Principal Securities, Inc.
Recent Activity
Decreased -43.82%
0.01%
$5,807
191 shares@ 30.41 avg price