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First Trust Small Cap Value Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 40,400 | $2.82M | $2.72M | -$103,876.84 | -3.68% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,093 | $265,216.53 | $342,468.09 | $77,251.56 | 29.13% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 12,519 | $669,309.81 | $858,931.09 | $189,621.28 | 28.33% |
 Jeff Ameen Spire Wealth Management | 39 | $1,755.78 | $2,675.8 | $920.02 | 52.4% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,657 | $207,315.33 | $250,065.66 | $42,750.33 | 20.62% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 3,100 | $154,163 | $211,652.5 | $57,489.5 | 37.29% |
 Amanda Hawley Atria Wealth Solutions Inc. | 12,920 | $682,942.39 | $886,443.78 | $203,501.39 | 29.8% |
 Victoria Latham Fiduciary Alliance LLC | 70,916 | $4.74M | $4.84M | $101,345.48 | 2.14% |
 Jill Batley Gateway Wealth Partners LLC | 12,397 | $766,036.74 | $844,607.61 | $78,570.87 | 10.26% |
 Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,000 | $54,330 | $68,675 | $14,345 | 26.4% |
 Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 119,349 | $7M | $8.23M | $1.23M | 17.5% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 4,382 | $241,304.11 | $303,869.79 | $62,565.68 | 25.93% |
 Warner Group LLC Warner Group LLC | 3,360 | $234,574 | $232,680 | -$1,894 | -0.81% |
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