XOCT

Ft Vest Us Equity Enhance &

Latest period2026 - Q1Total superinvestors36

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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, 36 superinvestors own shares of Ft Vest Us Equity Enhance & (XOCT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Us Equity Enhance & (XOCT), 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 Enhance & (XOCT) 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 Enhance & (XOCT) 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
David Clarke@Bouchey Financial Group Ltd Recent Activity Decreased -0.28%	2.15%	$29.191M 766,568 shares@ 38.09 avg price	Decreased -0.28%
Andrea Butler@Sequent Planning Llc Recent Activity Decreased -2.64%	4.1%	$16.942M 454,609 shares@ 37.27 avg price	Decreased -2.64%
Brett Mathew Wickmann@Aptus Capital Advisors, Llc Recent Activity Decreased -12.82%	0.03%	$3.193M 85,664 shares@ 37.27 avg price	Decreased -12.82%
Christoph Von Dem Bussche@Financial Guidance Group, Inc. Recent Activity Decreased -12.82%	1.29%	$3.193M 85,664 shares@ 37.27 avg price	Decreased -12.82%
Stephen Smith@Kestra Advisory Services, Llc Recent Activity Increased 4.29%	0.02%	$2.673M 71,719 shares@ 37.27 avg price	Increased 4.29%
Patrick Nichols@Old Mission Capital Llc Recent Activity Increased 200.34%	0.03%	$1.635M 43,861 shares@ 37.27 avg price	Increased 200.34%
JOSEPH S. LUCEY@Secured Retirement Advisors, Llc Recent Activity Decreased -0.11%	0.69%	$1.209M 32,432 shares@ 37.27 avg price	Decreased -0.11%
Brian Sopinsky@Susquehanna International Group, Llp Recent Activity Increased 166.6%	0.01%	$1.192M 31,989 shares@ 37.27 avg price	Increased 166.6%
Gerardo Martinez@Diligent Investors, Llc Recent Activity Decreased -0.01%	0.26%	$1.045M 28,043 shares@ 37.27 avg price	Decreased -0.01%
Jim Dushek@Harbour Investments, Inc. Recent Activity Increased 219.11%	0.02%	$936,284 25,123 shares@ 37.27 avg price	Increased 219.11%

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