FT Vest US Equity Moderate Class B (GJUL)
Market Closed
31 Aug, 20:00
BATS BATS Primary $
44. 51
-0.01
-0.0209%
$
651.63M Market Cap
- Div Yield
12,835 Volume
$ 44.52
Previous Close 
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FT Vest US Equity Moderate Class B Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Haddad Concurrent Investment Advisors, LLC | 25,485 | $1.04M | $1.12M | $78,585.1 | 7.56% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 14,614 | $539,153.55 | $650,702.96 | $111,549.41 | 20.69% |
 Andrea Butler Sequent Planning LLC | 7,218 | $292,761.95 | $322,211.52 | $29,449.57 | 10.06% |
 Robert R Schulz Schulz Wealth, LTD. | 101,095 | $3.47M | $4.49M | $1.02M | 29.54% |
 Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,250 | $155,827.37 | $186,405 | $30,577.63 | 19.62% |
 Kyle Jones Pineridge Advisors LLC | 24 | $973 | $1,052.64 | $79.64 | 8.18% |
 Heather Scully NWF Advisory Services Inc. | 5,730 | $232,408.49 | $251,317.8 | $18,909.31 | 8.14% |
 Anubhav Mullick Murphy & Mullick Capital Management Corp | 1,525 | $55,915.21 | $68,076 | $12,160.79 | 21.75% |
 REAP Financial Group LLC REAP Financial Group LLC | 8,881 | $323,574.95 | $389,520.66 | $65,945.71 | 20.38% |
| DN Daniel Newman Noble Wealth Management PBC | 800 | $29,332.27 | $35,088 | $5,755.73 | 19.62% |
 Grantvest Financial Group LLC Grantvest Financial Group LLC | 5,884 | $215,737.88 | $261,990.98 | $46,253.1 | 21.44% |
| KGL Kilter Group LLC Kilter Group LLC | 1,986 | $76,839 | $88,436.58 | $11,597.58 | 15.09% |
 Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 29,505 | $1.15M | $1.31M | $163,470.15 | 14.21% |
