Ft Vest U.s. Equity Buffer E
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 U.s. Equity Buffer E (FAPR), 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 U.s. Equity Buffer E (FAPR), 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 U.s. Equity Buffer E (FAPR) 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 U.s. Equity Buffer E (FAPR) 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 |
---|---|---|---|
Mark Finney@Mccarthy & Cox
| 2.45% | $7.041M 170,518 shares@ 41.29 avg price | Decreased -0.27% |
Aryn Sands@Signal Advisors Wealth, Llc
| 0.67% | $5.904M 142,977 shares@ 41.29 avg price | Decreased -5.49% |
Ted S Rich@Rivertree Advisors, Llc
| 1.08% | $1.635M 39,600 shares@ 41.29 avg price | Decreased -57.55% |
James Danko@Fragasso Financial Advisors Inc
| 0.12% | $1.464M 35,464 shares@ 41.3 avg price | Decreased -14.27% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.02% | $533,880 12,930 shares@ 41.3 avg price | Decreased -12.37% |
Matt Lovett@Brookstone Capital Management
| 0.01% | $311,863 7,553 shares@ 41.29 avg price | Decreased -2.7% |