Ft Vest U.s. Equity Buffer E
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 U.s. Equity Buffer E (FJAN), 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. Equity Buffer E (FJAN), 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. Equity Buffer E (FJAN) 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. Equity Buffer E (FJAN) 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 |
---|---|---|---|
Matt Lovett@Brookstone Capital Management
| 0.27% | $18.203M 396,568 shares@ 45.91 avg price | Decreased -4.02% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.03% | $10.315M 224,729 shares@ 45.9 avg price | Decreased -3.02% |
Mark Finney@Mccarthy & Cox
| 2.12% | $6.101M 132,916 shares@ 45.91 avg price | Decreased -0.52% |
Andrew Endelman@Independent Wealth Network Inc.
| 0.92% | $2.265M 49,353 shares@ 45.91 avg price | Decreased -0.38% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.04% | $935,538 20,382 shares@ 45.91 avg price | Decreased -28.16% |
Dana M. Capozzella@Cascade Investment Group, Inc.
| 0.22% | $302,621 6,593 shares@ 45.91 avg price | Decreased -1.19% |
Michael McComb@Arkadios Wealth Advisors
| 0.02% | $278,247 6,062 shares@ 45.91 avg price | Decreased -35.24% |