AUGM

Ft Vest Us Eq Max Buf Aug

Latest period2024 - Q3Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in and 2024-Q3. According to the most recent SEC 13F filing, 28 superinvestors own shares of Ft Vest Us Eq Max Buf Aug (AUGM), 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 Eq Max Buf Aug (AUGM), 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 Eq Max Buf Aug (AUGM) 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 Eq Max Buf Aug (AUGM) 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
David Peterson@Wealthplan Investment Management, Llc
Recent Activity
New Position
0.58%
$5.646M
178,761 shares@ 31.59 avg price
David Peterson@Wealthplan Partners, Llc
Recent Activity
New Position
0.4%
$2.907M
92,036 shares@ 31.59 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
New Position
0.02%
$2.626M
83,161 shares@ 31.59 avg price
Chandler te Velde@Maia Wealth Llc
Recent Activity
New Position
0.23%
$890,603
28,199 shares@ 31.59 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
New Position
0.01%
$880,371
27,875 shares@ 31.59 avg price
Tien-Fu Liu@Jane Street Group, Llc
Recent Activity
New Position
0.01%
$765,125
24,226 shares@ 31.59 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
New Position
0.01%
$658,880
20,862 shares@ 31.59 avg price
J. Patrick O'Boyle@Glen Eagle Advisors, Llc
Recent Activity
New Position
0.1%
$591,546
18,730 shares@ 31.59 avg price
Ashley Smith-Roos@Clear Creek Financial Management, Llc
Recent Activity
New Position
0.07%
$553,710
17,532 shares@ 31.59 avg price
Colin Moors@Main Street Financial Solutions, Llc
Recent Activity
New Position
0.05%
$490,986
15,546 shares@ 31.59 avg price