Want to track FSEP and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
FT Vest U.S. Equity Buffer E Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 2,525 | $139,077 | $145,137 | $6,060 | 4.36% |
 Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 5,100 | $205,224 | $293,836.5 | $88,612.5 | 43.18% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,755 | $709,207.98 | $791,737.8 | $82,529.82 | 11.64% |
 Christopher C. Powers Farther Finance Advisors, LLC | 4,767 | $236,560.22 | $274,054.83 | $37,494.61 | 15.85% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 15,747 | $792,569.45 | $907,499.61 | $114,930.16 | 14.5% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,665 | $209,645.4 | $267,631.05 | $57,985.65 | 27.66% |
 David Vollmer PFS Partners, LLC | 675 | $30,335 | $38,613.37 | $8,278.37 | 27.29% |
 Amir Har-El Savvy Advisors, Inc. | 4,357 | $224,647 | $250,549.28 | $25,902.28 | 11.53% |
 Andrea Butler Sequent Planning LLC | 4,439 | $199,488.62 | $254,842.99 | $55,354.37 | 27.75% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 16 | $768.14 | $919.92 | $151.78 | 19.76% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9 | $465.58 | $517.41 | $51.83 | 11.13% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 23,887 | $1.14M | $1.37M | $228,722.78 | 20.09% |
 Jonathan Chatfield LM Advisors LLC | 14,622 | $801,648.24 | $840,472.56 | $38,824.32 | 4.84% |
 Robert R Schulz Schulz Wealth, LTD. | 103,086 | $4.17M | $5.93M | $1.76M | 42.31% |
 Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,117 | $50,433.35 | $63,791.87 | $13,358.52 | 26.49% |
 Chris M. Frantz Catalina Capital Group, LLC | 7,766 | $312,504 | $447,399.26 | $134,895.26 | 43.17% |
 Janice M. Powell Diversify Advisory Services, LLC | 8,283 | $456,755 | $476,313.91 | $19,558.91 | 4.28% |
 Jade Eagles WEALTHGARDEN F.S. LLC | 5,326 | $270,409.22 | $306,617.82 | $36,208.6 | 13.39% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,283 | $416,883.39 | $476,272.5 | $59,389.11 | 14.25% |
 Chris Bulman Inc. Chris Bulman Inc | 11,471 | $579,744.89 | $660,270.76 | $80,525.87 | 13.89% |
2026 © Marketlog. All Rights Reserved.
