DJUL

Ft Vest Us Equity Deep Buffe

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 Deep Buffe (DJUL), 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 Deep Buffe (DJUL), 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 Deep Buffe (DJUL) 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 Deep Buffe (DJUL) 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
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Decreased -6.04%
1.77%
$8.044M
190,379 shares@ 42.26 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Decreased -2.84%
2.43%
$7.014M
167,085 shares@ 41.99 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -3.78%
0.02%
$6.425M
153,049 shares@ 41.99 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -5.58%
0.08%
$2.052M
48,887 shares@ 41.99 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -10.65%
0.02%
$531,328
12,555 shares@ 42.33 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Decreased -8.26%
0.06%
$232,907
5,548 shares@ 41.99 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -0.71%
0.01%
$203,269
4,842 shares@ 41.99 avg price