Want to track FEX and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
First Trust Large Cap Core Fund A Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Able Financial Group LLC ABLE Financial Group, LLC | 1,940 | $158,700.75 | $263,549 | $104,848.25 | 66.07% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,674 | $204,107.14 | $227,044.62 | $22,937.48 | 11.24% |
 Annmarie Young KPP Advisory Services LLC | 30,188 | $3.05M | $4.09M | $1.04M | 34.27% |
 Christopher C. Powers Farther Finance Advisors, LLC | 873 | $104,946.38 | $117,768.48 | $12,822.1 | 12.22% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 1,868 | $208,141.46 | $252,703.04 | $44,561.58 | 21.41% |
 James Rankin Modern Wealth Management, LLC | 212,851 | $29.68M | $28.9M | -$781,709.45 | -2.63% |
 Menachem Striks Morton Capital Management LLC/CA | 1,802 | $252,052 | $245,531.51 | -$6,520.49 | -2.59% |
 Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,129 | $824,216.28 | $1.25M | $421,527.06 | 51.14% |
 Joshua Stipcich Tidemark, LLC | 2,909 | $262,282.31 | $394,504.03 | $132,221.72 | 50.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 135 | $12,357.16 | $18,211.62 | $5,854.46 | 47.38% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 14,478 | $1.28M | $1.95M | $677,607.16 | 53.06% |
 Michael Herman Apollon Financial, LLC | 2,452 | $227,523.08 | $332,552.5 | $105,029.42 | 46.16% |
 Angela Mari Abich Financial Wealth Management LLC | 12 | $1,402 | $1,623.06 | $221.06 | 15.77% |
 Jessica Vickery BlueChip Wealth Advisors LLC | 2,109 | $190,156.39 | $287,509.42 | $97,353.03 | 51.2% |
 Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 15,049 | $1.49M | $2.05M | $556,135.55 | 37.24% |
 Mark Weiskind Fairway Wealth LLC | 1,091 | $133,058 | $148,228.71 | $15,170.71 | 11.4% |
| FFL Farrell Financial LLC Farrell Financial LLC | 8,506 | $768,720.72 | $1.15M | $381,936.94 | 49.68% |
 Matthew Richmond Richmond Investment Services, LLC | 3,719 | $406,796.66 | $506,416.23 | $99,619.57 | 24.49% |
 Jackie Berry Hershey Financial Advisers, LLC | 12,816 | $1.56M | $1.74M | $176,276.99 | 11.28% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 1,374 | $143,302.25 | $185,503.74 | $42,201.49 | 29.45% |
2026 © Marketlog. All Rights Reserved.
