BUFT

Ft Vest Buffered Allocation

Latest period2026 - Q1Total superinvestors59

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, 59 superinvestors own shares of Ft Vest Buffered Allocation (BUFT), 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 (BUFT), 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 (BUFT) 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 (BUFT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
J. Patrick O'Boyle@Glen Eagle Advisors, Llc
Recent Activity
Decreased -20.85%
2.84%
$20.252M
816,268 shares@ 24.81 avg price
Luke Mooi@Centennial Wealth Advisory Llc
Recent Activity
Decreased -1.18%
3.97%
$16.375M
660,017 shares@ 24.82 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 48.2%
0.01%
$13.932M
561,554 shares@ 24.82 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -2.78%
0.01%
$7.947M
320,326 shares@ 24.81 avg price
Dean Rager@Geneos Wealth Management Inc.
Recent Activity
Increased 3.75%
0.14%
$5.976M
240,870 shares@ 24.82 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Decreased -1.92%
0.02%
$5.548M
223,635 shares@ 24.81 avg price
Jefferson Hunt West@Legacy Wealth Managment, Llc Id
Recent Activity
Increased 2.48%
2.48%
$4.986M
200,973 shares@ 24.82 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -4.6%
0.01%
$4.482M
180,651 shares@ 24.81 avg price
M. Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 100.05%
0.07%
$3.93M
158,415 shares@ 24.81 avg price
Allan Kamensky@Pinnacle Financial Partners, Inc.
Recent Activity
Decreased -6.93%
0.03%
$3.564M
143,632 shares@ 24.82 avg price

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