FSEP

Ft Vest U.s. Equity Buffer E

Latest period2026 - Q1Total superinvestors152

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 152 superinvestors own shares of Ft Vest U.s. Equity Buffer E (FSEP), 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 (FSEP), 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 (FSEP) 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 (FSEP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.72%
$36.937M
733,902 shares@ 50.33 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -3.73%
0.01%
$24.559M
487,954 shares@ 50.33 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Decreased -6.01%
0.06%
$21.393M
425,054 shares@ 50.34 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -3.47%
0.02%
$18.525M
368,071 shares@ 50.33 avg price
John Koval@Assetmark, Inc
Recent Activity
Increased 11.43%
0.03%
$14.092M
279,992 shares@ 50.33 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -9.59%
0.03%
$14.038M
278,924 shares@ 50.33 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -1.27%
0.01%
$12.112M
240,643 shares@ 50.33 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -32.07%
0.02%
$10.22M
203,062 shares@ 50.34 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -10.28%
0.01%
$9.869M
196,084 shares@ 50.34 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 12.83%
0.04%
$8.176M
162,442 shares@ 50.34 avg price

1-10 of 152