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FT VEST US Equity Moderate Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,918 | $253,744.47 | $306,086.91 | $52,342.44 | 20.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 43,990 | $1.54M | $1.95M | $407,468.66 | 26.49% |
| SL Shad Lamm Keystone Wealth Services LLC | 33,238 | $1.37M | $1.47M | $103,868.75 | 7.61% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,961 | $368,207.49 | $396,345.03 | $28,137.54 | 7.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,071 | $328,029.16 | $401,618.52 | $73,589.36 | 22.43% |
 Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,606 | $242,902.62 | $292,910.04 | $50,007.42 | 20.59% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 15,417 | $575,563.95 | $683,589.78 | $108,025.83 | 18.77% |
 Kristofer Gray Integrity Financial Corp. /WA | 11,686 | $468,486.78 | $516,930.21 | $48,443.43 | 10.34% |
 Amanda Hawley Atria Wealth Solutions Inc. | 14,398 | $529,414.46 | $637,543.44 | $108,128.98 | 20.42% |
| ED Eric Dahm Range Financial Group LLC | 37,707 | $1.5M | $1.67M | $167,203.02 | 11.14% |
| WJW Walter J. West Milestone Asset Management LLC | 132,733 | $4.72M | $5.87M | $1.15M | 24.37% |
| MV Moises Valladares Insigneo Advisory Services LLC | 7,947 | $294,790.67 | $351,813.69 | $57,023.02 | 19.34% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 89,829 | $3.24M | $3.98M | $734,199.62 | 22.64% |
 Jeffrey Steele Silverlake Wealth Management LLC | 5,200 | $202,748 | $230,204 | $27,456 | 13.54% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,189 | $312,902.72 | $362,281.36 | $49,378.64 | 15.78% |
 Christopher C. Powers Farther Finance Advisors, LLC | 257 | $10,426.44 | $11,322.13 | $895.69 | 8.59% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 31,938 | $1.31M | $1.41M | $104,363.55 | 7.98% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 23,879 | $872,061.2 | $1.06M | $184,226.36 | 21.13% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 12,880 | $501,681.37 | $569,811.2 | $68,129.83 | 13.58% |
 Andrea Butler Sequent Planning LLC | 7,764 | $290,528.89 | $343,712.28 | $53,183.39 | 18.31% |
