GJUN

Ft Vest Us Equity Moderate B

Latest period2024 - Q4Total superinvestors12

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, 12 superinvestors own shares of Ft Vest Us Equity Moderate B (GJUN), 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 Moderate B (GJUN), 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 Moderate B (GJUN) 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 Moderate B (GJUN) 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
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Increased 39.94%
0.57%
$2.065M
57,374 shares@ 36.0 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
New Position
0.09%
$1.559M
43,300 shares@ 36.0 avg price
John Chandler@City Holding Co
Recent Activity
Decreased -0.95%
0.16%
$1.12M
31,100 shares@ 36.0 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$584,253
16,495 shares@ 35.43 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -3.46%
0.01%
$447,804
12,439 shares@ 36.0 avg price
Stephanie West@Org Partners Llc
Recent Activity
New Position
0.06%
$414,000
11,500 shares@ 36.0 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
0.01%
$378,000
10,500 shares@ 36.0 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.02%
$356,301
10,059 shares@ 35.43 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -23.35%
0.02%
$318,888
8,858 shares@ 36.0 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
0.16%
$313,056
8,696 shares@ 36.0 avg price