FT Vest US Equity Moderate Class B (GJUL)
Market Closed
17 Jul, 20:00
BATS BATS Primary $
43. 71
+0.06
+0.1375%
$
638.88M Market Cap
- Div Yield
286,700 Volume
$ 43.65
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FT Vest US Equity Moderate Class B Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,522 | $461,897.68 | $502,128.76 | $40,231.08 | 8.71% |
 Jeff Ameen Spire Wealth Management | 5,345 | $196,001.15 | $233,202.35 | $37,201.2 | 18.98% |
| SL Shad Lamm Keystone Wealth Services LLC | 14,852 | $605,664.56 | $647,101.64 | $41,437.08 | 6.84% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,396 | $324,841 | $366,317.48 | $41,476.48 | 12.77% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 9,000 | $270,690.5 | $392,490 | $121,799.5 | 45% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,276 | $329,131.18 | $404,248.08 | $75,116.9 | 22.82% |
| CB Catherine Bluvol Next Level Private LLC | 6,110 | $247,821.6 | $266,579.3 | $18,757.7 | 7.57% |
| NR Nichole Raftopoulos Nvest Financial LLC | 13,865 | $517,609.75 | $605,623.2 | $88,013.45 | 17% |
 Kristofer Gray Integrity Financial Corp. /WA | 18,827 | $634,350.37 | $822,363.36 | $188,012.99 | 29.64% |
 Loni Adams Daymark Wealth Partners LLC | 18,208 | $738,529.2 | $795,325.44 | $56,796.24 | 7.69% |
| SS Stephen Smith Kestra Investment Management LLC | 31,572 | $1.16M | $1.38M | $221,244.29 | 19.11% |
| MV Moises Valladares Insigneo Advisory Services LLC | 4,992 | $193,140.93 | $218,050.56 | $24,909.63 | 12.9% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 17,943 | $595,325.2 | $783,750.24 | $188,425.04 | 31.65% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,000 | $1.38M | $1.49M | $106,080 | 7.69% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 10,793 | $441,446.66 | $471,438.24 | $29,991.58 | 6.79% |
| IL Ian Laterreur Ergawealth Advisors Inc. | 7,369 | $298,887 | $321,435.78 | $22,548.78 | 7.54% |
 Norden Group LLC NORDEN GROUP LLC | 10,434 | $375,937 | $455,131.08 | $79,194.08 | 21.07% |
 Christopher C. Powers Farther Finance Advisors, LLC | 192 | $6,916.24 | $8,388.48 | $1,472.24 | 21.29% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 25,485 | $1.04M | $1.11M | $73,742.95 | 7.1% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 15,673 | $577,309.29 | $684,439.91 | $107,130.62 | 18.56% |
