Ft Vest Us Equity Moderate B
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, 8 superinvestors own shares of Ft Vest Us Equity Moderate B (GJUN), 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 (GJUN), 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 (GJUN) 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 (GJUN) 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 |
|---|---|---|---|
Kristy Michelle Afraimi@Bam Wealth Management, Llc
| 2.69% | $4.296M 104,305 shares@ 41.2 avg price | New Position |
John Chandler@City Holding Co
| 0.15% | $1.281M 31,100 shares@ 41.18 avg price | |
William Dudley Webb Jr.@World Equity Group, Inc.
| 0.11% | $464,746 11,283 shares@ 41.19 avg price | New Position |
Craig Rumler@Corecap Advisors, Llc
| 0.02% | $393,859 9,562 shares@ 41.2 avg price | Increased 1.79% |
Christine McElvania@Quad-cities Investment Group, Llc
| 0.12% | $322,312 7,825 shares@ 41.2 avg price | |
Andrew Walz@First Heartland Consultants, Inc.
| 0.02% | $282,934 6,869 shares@ 41.19 avg price | Increased 11.08% |
Jennifer Luippold@Castle Rock Wealth Management, Llc
| 0.05% | $211,531 5,138 shares@ 41.17 avg price | |
Chen Li@Goalvest Advisory Llc
| 0.04% | $169,538 4,116 shares@ 41.19 avg price |
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