GDEC

Ft Vest Us Equity Moderate B

Latest period2026 - Q1Total superinvestors107

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

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Susan Nakamura@Hollencrest Capital Management
Recent Activity
Increased 0.2%
1.53%
$41.253M
1.114M shares@ 37.02 avg price
Nachman Nitzan / Ella Golan@First International Bank Of Israel Ltd.
Recent Activity
Increased 317.82%
11.24%
$38.205M
1.032M shares@ 37.02 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 2.96%
0.01%
$18.119M
489,440 shares@ 37.03 avg price
Michelle Swinney@Ausdal Financial Partners, Inc.
Recent Activity
Increased 0.82%
0.65%
$14.513M
392,034 shares@ 37.03 avg price
Troy C Patton@Archer Investment Corp
Recent Activity
Decreased -0.3%
2.67%
$12.509M
337,909 shares@ 37.02 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -36.75%
0.02%
$9.52M
257,158 shares@ 37.02 avg price
Teresa Douberly@New Wave Wealth Advisors Llc
Recent Activity
New Position
2.79%
$8.016M
216,522 shares@ 37.02 avg price
Jim Dushek@Harbour Investments, Inc.
Recent Activity
Increased 14.96%
0.11%
$6.621M
178,842 shares@ 37.03 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -1.61%
0.01%
$6.161M
166,423 shares@ 37.02 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -16%
0.01%
$5.33M
143,984 shares@ 37.02 avg price

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