Want to track FYC and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
First Trust Small Cap Growth Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,650 | $153,188 | $200,231.46 | $47,043.46 | 30.71% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 158,288 | $12.45M | $19.21M | $6.76M | 54.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 25,702 | $1.92M | $3.11M | $1.18M | 61.54% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 6,368 | $469,797.16 | $772,756.8 | $302,959.64 | 64.49% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 1,084 | $74,579 | $131,164 | $56,585 | 75.87% |
 Andrew Endelman Independent Wealth Network Inc. | 4,896 | $373,528.8 | $592,416 | $218,887.2 | 58.6% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,411 | $233,818.78 | $291,996.45 | $58,177.67 | 24.88% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 372 | $35,756.64 | $45,162.66 | $9,406.02 | 26.31% |
| DC Dominic Corabi Wedmont Private Capital | 7,624 | $524,531.2 | $920,598 | $396,066.8 | 75.51% |
| WL William Liberti Wealth Effects LLC | 2,560 | $232,280.3 | $310,758.4 | $78,478.1 | 33.79% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 4,614 | $444,613.1 | $560,093.46 | $115,480.36 | 25.97% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 40,525 | $3.93M | $4.92M | $989,823.12 | 25.19% |
| MH Michael Hackman HFG Advisors Inc. | 23,128 | $1.57M | $2.81M | $1.24M | 78.61% |
 Mark Fiskio Empirical Asset Management LLC | 15,276 | $1.42M | $1.86M | $435,389.9 | 30.64% |
 Jim Clark Worth Asset Management LLC | 2,484 | $316,312.56 | $301,830.84 | -$14,481.72 | -4.58% |
 Amanda Hawley Atria Wealth Solutions Inc. | 4,214 | $321,076.59 | $513,686.6 | $192,610.01 | 59.99% |
 Matthew Heller Willner & Heller LLC | 9,093 | $596,951.69 | $1.11M | $515,076.74 | 86.28% |
 Mariana Coli Dunhill Financial LLC | 7,056 | $540,030.7 | $860,126.4 | $320,095.7 | 59.27% |
 Bert D. Barre Colonial Trust Co. / SC | 196 | $19,008.08 | $23,838.5 | $4,830.42 | 25.41% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 258 | $23,425 | $31,353.45 | $7,928.45 | 33.85% |
