FSEP

Ft Vest U.s. Equity Buffer E

Latest period2024 - Q4Total superinvestors15

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, 15 superinvestors own shares of Ft Vest U.s. Equity Buffer E (FSEP), 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 (FSEP), 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 (FSEP) 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 (FSEP) 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 -4.73%
1.82%
$5.22M
114,227 shares@ 45.7 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.07%
$3.876M
84,819 shares@ 45.7 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 19.46%
0.01%
$3.202M
70,078 shares@ 45.7 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -7.13%
0.24%
$3.039M
66,509 shares@ 45.7 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
New Position
0.42%
$2.762M
60,441 shares@ 45.7 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 2.23%
0.18%
$1.522M
33,308 shares@ 45.7 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
0.15%
$1.188M
26,007 shares@ 45.7 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 50.94%
0.04%
$935,619
20,475 shares@ 45.7 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
0.09%
$769,104
16,831 shares@ 45.7 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 75.23%
0.01%
$506,994
11,095 shares@ 45.7 avg price