SDVD

Ft Vest Smid Rising Dividend

Latest period2026 - Q2Total superinvestors22

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, 22 superinvestors own shares of Ft Vest Smid Rising Dividend (SDVD), 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 Smid Rising Dividend (SDVD), 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 Smid Rising Dividend (SDVD) 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 Smid Rising Dividend (SDVD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
Increased 33.04%
0.09%
$4.697M
203,442 shares@ 23.1 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
Increased 10.05%
2.68%
$4.535M
196,412 shares@ 23.1 avg price
Justin Soucie@G&s Capital Llc
Recent Activity
Increased 3.76%
1.25%
$4.307M
186,523 shares@ 23.1 avg price
Rick Ohlrich@Rfg Advisory, Llc
Recent Activity
Increased 43.3%
0.04%
$2.288M
99,073 shares@ 23.09 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Increased 24.42%
0.12%
$1.86M
80,386 shares@ 23.15 avg price
MICHELLE ELDRIDGE@Chiron Capital Management, Llc
Recent Activity
Decreased -3.37%
1.65%
$1.839M
79,663 shares@ 23.09 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 4.81%
0.27%
$1.522M
65,918 shares@ 23.1 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
Increased 12.64%
0.03%
$1.494M
64,721 shares@ 23.09 avg price
Stephanie West@Golden State Wealth Management, Llc
Recent Activity
New Position
0.13%
$1.409M
61,012 shares@ 23.1 avg price
Aryn Sands@Winnacle Wealth Llc
Recent Activity
Increased 14.4%
0.85%
$1.246M
53,962 shares@ 23.09 avg price

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