FJAN

Ft Vest U.s. Equity Buffer E

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 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

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