FAUG

Ft Vest U.s. Equity Buffer E

Latest period2024 - Q4Total superinvestors20

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, 20 superinvestors own shares of Ft Vest U.s. Equity Buffer E (FAUG), 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 (FAUG), 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 (FAUG) 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 (FAUG) 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
Decreased -1.77%
5.46%
$15.718M
337,730 shares@ 46.54 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.16%
0.29%
$10.326M
221,873 shares@ 46.54 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Decreased -3.18%
0.98%
$4.45M
95,069 shares@ 46.82 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -15.77%
0.15%
$1.931M
41,485 shares@ 46.55 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 6.69%
0.07%
$1.762M
37,868 shares@ 46.55 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.19%
0.01%
$1.079M
23,189 shares@ 46.54 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -0.43%
0.12%
$996,980
21,422 shares@ 46.55 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
0.08%
$710,340
15,263 shares@ 46.54 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 67.13%
0.01%
$495,698
10,651 shares@ 46.55 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -11.95%
0.02%
$465,681
9,923 shares@ 46.93 avg price