GDEC

Ft Vest Us Equity Moderate B

Latest period2026 - Q2Total superinvestors21

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, 21 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
Teresa Douberly@New Wave Wealth Advisors Llc
Recent Activity
Increased 104.95%
2.41%
$17.663M
443,744 shares@ 39.81 avg price
Christopher C. Powers@Farther Finance Advisors, Llc
Recent Activity
Increased 37069.47%
0.04%
$4.409M
110,765 shares@ 39.81 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -1.41%
0.01%
$121,218
34,847 shares@ 3.48 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.04%
$1.275M
31,887 shares@ 39.98 avg price
Jeannette Escamilla@Avidian Wealth Enterprises, Llc
Recent Activity
0.03%
$1.037M
26,051 shares@ 39.81 avg price
Brandon Drespling@Triumph Capital Management
Recent Activity
0.19%
$995,110
25,000 shares@ 39.81 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -0.58%
0.07%
$687,064
17,261 shares@ 39.81 avg price
Ryan Vander Zwart@Lvz, Inc.
Recent Activity
0.06%
$581,463
14,608 shares@ 39.81 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
0.11%
$577,761
14,515 shares@ 39.81 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 1.61%
0.02%
$400,313
10,057 shares@ 39.81 avg price

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