GJAN

Ft Vest Us Equity Moderate B

Latest period2026 - Q2Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 14 superinvestors own shares of Ft Vest Us Equity Moderate B (GJAN), 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 Us Equity Moderate B (GJAN), 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 Us Equity Moderate B (GJAN) 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 Us Equity Moderate B (GJAN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Eric Dahm@Range Financial Group Llc
Recent Activity
Decreased -4.21%
3.67%
$13.396M
297,530 shares@ 45.03 avg price
Michael Seese@Commonwealth Financial Services, Llc
Recent Activity
Decreased -79.98%
1.05%
$7.807M
173,392 shares@ 45.03 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Decreased -0.88%
0.25%
$3.808M
84,569 shares@ 45.03 avg price
Raymond Joseph Kozicki@Midwest Financial Network, Llc
Recent Activity
Decreased -22.74%
1.09%
$1.586M
35,233 shares@ 45.03 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -8.12%
0.01%
$484,307
28,729 shares@ 16.86 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
Decreased -17.01%
0.03%
$815,680
18,066 shares@ 45.16 avg price
Walter J. West@Milestone Asset Management, Llc
Recent Activity
Decreased -0.01%
0.12%
$753,563
16,737 shares@ 45.03 avg price
Ryan Vander Zwart@Lvz, Inc.
Recent Activity
0.08%
$706,018
15,681 shares@ 45.03 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -22.09%
0.16%
$441,548
9,807 shares@ 45.03 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 1.78%
0.02%
$398,055
8,841 shares@ 45.03 avg price

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