BUFG

Ft Vest Buffered Allocation

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 Buffered Allocation (BUFG), 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 (BUFG), 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 (BUFG) 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 (BUFG) 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
Michelle Schwab@Ellsworth Advisors, Llc
Recent Activity
Increased 3.2%
0.77%
$2.924M
119,359 shares@ 24.51 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 19.25%
0.75%
$2.068M
84,388 shares@ 24.51 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 56.12%
0.07%
$1.816M
74,132 shares@ 24.5 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 41.99%
0.01%
$410,032
16,736 shares@ 24.5 avg price