GOCT

Ft Vest Us Equity Moderate B

Latest period2026 - Q1Total superinvestors105

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, 105 superinvestors own shares of Ft Vest Us Equity Moderate B (GOCT), 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 (GOCT), 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 (GOCT) 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 (GOCT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Henry Pizzutello@Hfg Wealth Management, Llc
Recent Activity
Decreased -1.32%
11.75%
$21.348M
552,661 shares@ 38.63 avg price
David Clarke@Bouchey Financial Group Ltd
Recent Activity
Increased 0.21%
1.31%
$17.791M
449,616 shares@ 39.58 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -36.17%
0.01%
$12.36M
319,976 shares@ 38.63 avg price
Andrea Butler@Sequent Planning Llc
Recent Activity
Decreased -2.37%
2.12%
$8.757M
226,717 shares@ 38.63 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Decreased -10.75%
0.03%
$7.179M
185,847 shares@ 38.63 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 1.17%
0.01%
$6.029M
156,085 shares@ 38.63 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 3.38%
0.01%
$5.846M
151,347 shares@ 38.63 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -14.58%
0.01%
$5.612M
145,288 shares@ 38.63 avg price
Laura Tedball@Advisory Services Network, Llc
Recent Activity
Decreased -0.57%
0.07%
$4.948M
128,100 shares@ 38.63 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -36.9%
0.01%
$4.267M
110,461 shares@ 38.63 avg price

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