XMAR

Ft Vest Us Equity Enhance &

Latest period2026 - Q1Total superinvestors69

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, 69 superinvestors own shares of Ft Vest Us Equity Enhance & (XMAR), 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 Enhance & (XMAR), 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 Enhance & (XMAR) 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 Enhance & (XMAR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
David Vollmer@Pfs Partners, Llc
Recent Activity
Decreased -6.88%
5.45%
$11.875M
293,291 shares@ 40.5 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 11.39%
0.02%
$10.729M
264,990 shares@ 40.49 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -35.43%
0.01%
$9.186M
226,872 shares@ 40.49 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 34.4%
0.02%
$8.637M
213,324 shares@ 40.49 avg price
Brett Mathew Wickmann@Aptus Capital Advisors, Llc
Recent Activity
Decreased -1.49%
0.05%
$6.053M
149,482 shares@ 40.49 avg price
Christoph Von Dem Bussche@Financial Guidance Group, Inc.
Recent Activity
Decreased -1.49%
2.44%
$6.053M
149,482 shares@ 40.49 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Decreased -2.79%
0.02%
$4.903M
121,101 shares@ 40.49 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
Increased 11.55%
0.61%
$4.243M
104,790 shares@ 40.49 avg price
Marc J. Pugsley@Foundations Investment Advisors, Llc
Recent Activity
Decreased -3.55%
0.04%
$2.976M
73,498 shares@ 40.5 avg price
JESSICA HINSON@Reap Financial Group, Llc
Recent Activity
Decreased -32.79%
0.48%
$2.387M
58,950 shares@ 40.5 avg price

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