FOCT

Ft Vest U.s. Equity Buffer E

Latest period2024 - Q4Total superinvestors9

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, 9 superinvestors own shares of Ft Vest U.s. Equity Buffer E (FOCT), 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 (FOCT), 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 (FOCT) 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 (FOCT) 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
Mark Finney@Mccarthy & Cox
Recent Activity
Increased 5.22%
2.14%
$6.155M
144,387 shares@ 42.64 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Increased 5.1%
0.14%
$1.756M
41,182 shares@ 42.64 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 458.14%
0.01%
$1.622M
38,037 shares@ 42.65 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 2.53%
0.02%
$1.259M
29,531 shares@ 42.64 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 38.55%
0.04%
$987,055
23,154 shares@ 42.63 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
0.08%
$741,037
17,383 shares@ 42.63 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -5.22%
0.06%
$446,421
10,472 shares@ 42.63 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
0.01%
$311,668
7,238 shares@ 43.06 avg price
Eric Dahm@Range Financial Group Llc
Recent Activity
New Position
0.11%
$233,740
5,483 shares@ 42.63 avg price