SMAY

Ft Vest U.s. Small Cap Moder

Latest period2024 - Q4Total superinvestors5

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, 5 superinvestors own shares of Ft Vest U.s. Small Cap Moder (SMAY), 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 U.s. Small Cap Moder (SMAY), 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 U.s. Small Cap Moder (SMAY) 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 U.s. Small Cap Moder (SMAY) 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
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.03%
$857,529
34,888 shares@ 24.58 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Decreased -7.11%
0.14%
$612,118
24,415 shares@ 25.08 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
0.03%
$320,138
12,914 shares@ 24.79 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -0.26%
0.03%
$206,030
8,311 shares@ 24.8 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Decreased -23.96%
0.01%
$4,091
165 shares@ 24.8 avg price