FDEC

Ft Vest U.s. Equity Buffer E

Latest period2024 - Q4Total superinvestors11

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, 11 superinvestors own shares of Ft Vest U.s. Equity Buffer E (FDEC), 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 (FDEC), 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 (FDEC) 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 (FDEC) 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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 21.71%
0.03%
$8.294M
186,063 shares@ 44.58 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
New Position
0.19%
$3.456M
77,524 shares@ 44.58 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
New Position
0.3%
$1.338M
29,780 shares@ 44.93 avg price
Mark Finney@Mccarthy & Cox
Recent Activity
0.44%
$1.265M
28,368 shares@ 44.58 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -20.91%
0.04%
$1.042M
23,371 shares@ 44.58 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 17.66%
0.02%
$451,562
10,075 shares@ 44.83 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Increased 4.48%
0.08%
$363,331
8,151 shares@ 44.58 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
0.03%
$272,532
6,114 shares@ 44.58 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -3.69%
0.03%
$240,438
5,394 shares@ 44.58 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
New Position
0.03%
$221,716
4,974 shares@ 44.58 avg price