FT Vest US Equity Moderate Class B (GJUL)
Market Closed
16 Oct, 08:00 PM
BATS BATS Primary $
44. 83
-0.02
-0.0553%
$
659.6M Market Cap
- Div Yield
526 Volume
$ 44.85
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FT Vest US Equity Moderate Class B Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 190,520 | $8.29M | $8.53M | $241,163.02 | 2.91% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,364 | $456,829.04 | $508,604.91 | $51,775.87 | 11.33% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 9,851 | $362,541.93 | $440,782.99 | $78,241.06 | 21.58% |
 Jeff Ameen Spire Wealth Management | 4,923 | $180,526.41 | $220,820.18 | $40,293.77 | 22.32% |
 Shad Lamm Keystone Wealth Services LLC | 14,788 | $603,054.64 | $661,689.06 | $58,634.42 | 9.72% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,257 | $242,083.15 | $279,560.26 | $37,477.11 | 15.48% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,276 | $227,553.88 | $236,101 | $8,547.12 | 3.76% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 9,000 | $270,690.5 | $402,116.4 | $131,425.9 | 48.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,055 | $363,847.32 | $450,019.57 | $86,172.25 | 23.68% |
| CB Catherine Bluvol Next Level Private LLC | 6,110 | $247,821.6 | $273,850.2 | $26,028.6 | 10.5% |
 Timothy R. Guthrie Bullseye Investment Management LLC | 1,600 | $66,128 | $71,592 | $5,464 | 8.26% |
 Nichole Raftopoulos Nvest Financial LLC | 13,865 | $517,609.75 | $622,122.55 | $104,512.8 | 20.19% |
 Kristofer Gray Integrity Financial Corp. /WA | 15,304 | $528,871.75 | $684,777.48 | $155,905.73 | 29.48% |
 Loni Adams Daymark Wealth Partners LLC | 14,199 | $575,921.36 | $632,920.42 | $56,999.06 | 9.9% |
 Stephen Smith Kestra Investment Management LLC | 31,179 | $1.14M | $1.39M | $249,404.35 | 21.81% |
 Moises Valladares Insigneo Advisory Services LLC | 4,992 | $193,140.93 | $222,518.4 | $29,377.47 | 15.21% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 17,783 | $590,534.81 | $795,700.33 | $205,165.52 | 34.74% |
 Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,000 | $1.38M | $1.52M | $140,066.4 | 10.16% |
 Gregory Turcotte Alpha Financial Partners LLC | 10,793 | $441,446.66 | $482,986.75 | $41,540.09 | 9.41% |
 Ian Laterreur Ergawealth Advisors Inc. | 7,369 | $298,887 | $330,104.82 | $31,217.82 | 10.44% |
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