GJUL

Ft Vest Us Equity Moderate B

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 Us Equity Moderate B (GJUL), 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 Moderate B (GJUL), 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 Moderate B (GJUL) 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 Moderate B (GJUL) 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
Decreased -2.39%
0.03%
$9.415M
256,784 shares@ 36.67 avg price
John Chandler@City Holding Co
Recent Activity
0.25%
$1.733M
47,275 shares@ 36.66 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 0.97%
0.07%
$1.47M
40,080 shares@ 36.67 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
Decreased -2.04%
0.71%
$1.068M
29,127 shares@ 36.67 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.05%
$518,474
14,155 shares@ 36.63 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
0.12%
$509,609
13,825 shares@ 36.87 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -98.13%
0.19%
$331,013
9,028 shares@ 36.67 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 106.33%
0.05%
$298,820
8,150 shares@ 36.67 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
New Position
0.02%
$263,989
7,200 shares@ 36.67 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.01%
$243,023
6,745 shares@ 36.04 avg price