Ft Vest Laddered Moderate Bu
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, 4 superinvestors own shares of Ft Vest Laddered Moderate Bu (BUFZ), 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 Laddered Moderate Bu (BUFZ), 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 Laddered Moderate Bu (BUFZ) 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 Laddered Moderate Bu (BUFZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Sam Kirkpatrick@Mayfair Advisory Group, Llc
| 1.27% | $2.152M 90,098 shares@ 23.89 avg price | Decreased -0.94% |
Matt Lovett@Brookstone Capital Management
| 0.02% | $1.209M 50,600 shares@ 23.89 avg price | Decreased -5.16% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.05% | $1.192M 49,880 shares@ 23.89 avg price | Increased 30.14% |
Todd Penrod@Hbw Advisory Services Llc
| 0.04% | $298,936 12,513 shares@ 23.9 avg price |