BUFT

Ft Vest Buffered Allocation

Latest period2024 - Q4Total superinvestors8

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, 8 superinvestors own shares of Ft Vest Buffered Allocation (BUFT), 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 Buffered Allocation (BUFT), 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 Buffered Allocation (BUFT) 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 Buffered Allocation (BUFT) 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
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Decreased -0.32%
0.29%
$781,000
34,811 shares@ 22.44 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 59.56%
0.03%
$709,263
31,614 shares@ 22.44 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 127.89%
0.02%
$523,680
23,342 shares@ 22.44 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
0.17%
$345,299
15,391 shares@ 22.44 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$303,274
13,719 shares@ 22.11 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -0.19%
0.01%
$242,000
10,797 shares@ 22.42 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.02%
$214,255
9,550 shares@ 22.44 avg price
Todd Chyba@Trust Co
Recent Activity
0.01%
$35,537
1,584 shares@ 22.44 avg price