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FT Vest US Equity Moderate Fund (GJUN)
Market Closed
1 Sep, 20:00
BATS
All
(1)
US
(1)
BATS
Primary
$
41.
79
-0.13
-0.3096%
$
377.02M
Market Cap
-
Div Yield
3,825
Volume
$
41.92
Previous Close
Investors:
TJD
BZ
JD
WDW
+37
Watching
Watch
Add Transaction
Day Range
41.74
41.82
Year Range
38.17
42.14
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Overview
Historical Data
Investors
FT Vest US Equity Moderate Fund Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
BRASS TAX WEALTH MANAGEMENT Inc.
BRASS TAX WEALTH MANAGEMENT, INC
6,133
$217,231.13
$253,354.23
$36,123.1
16.63%
Uptick Partners LLC
UPTICK PARTNERS, LLC
12,455
$463,082.4
$522,745.07
$59,662.67
12.88%
Andrea Butler
Sequent Planning LLC
13,596
$472,940.28
$571,874.95
$98,934.67
20.92%
KURT TRAULSEN
EVOLUTION WEALTH MANAGEMENT INC.
37
$1,391.23
$1,528.47
$137.24
9.86%
SAM
Smartleaf Asset Management LLC
Smartleaf Asset Management LLC
632
$24,568.76
$26,537.68
$1,968.92
8.01%
Signal Advisors Wealth LLC
Signal Advisors Wealth, LLC
20,823
$820,843
$860,198.13
$39,355.13
4.79%
Jonathan Chatfield
LM Advisors LLC
31,290
$1.28M
$1.31M
$32,185.67
2.51%
Robert R Schulz
Schulz Wealth, LTD.
55,886
$2M
$2.34M
$340,735.55
17.06%
Ruth Thortvedt
Financial Network Wealth Advisors LLC
1,113
$40,068
$45,978.03
$5,910.03
14.75%
TWP
Triad Wealth Partners LLC
Triad Wealth Partners, LLC
30,122
$1.14M
$1.26M
$121,971.06
10.68%
Chris M. Frantz
Catalina Capital Group, LLC
8,110
$276,631.85
$335,024.1
$58,392.25
21.11%
Nathan Edwards
IMG Wealth Management, Inc.
412
$14,832
$17,291.93
$2,459.93
16.59%
Chris Bulman Inc.
Chris Bulman Inc
5,091
$181,750.42
$210,309.21
$28,558.79
15.71%
NWW
New Wave Wealth Advisors LLC
NEW WAVE WEALTH ADVISORS LLC
10,782
$444,111
$445,404.42
$1,293.42
0.29%
Curtis Harrell
Tounjian Advisory Partners LLC
4,372
$180,083
$183,495.9
$3,412.9
1.9%
REAP Financial Group LLC
REAP Financial Group LLC
12,881
$411,306.17
$532,114.11
$120,807.94
29.37%
VestGen Advisors LLC
VestGen Advisors LLC
84,174
$3.35M
$3.53M
$175,189.79
5.22%
KGL
Kilter Group LLC
Kilter Group LLC
1,986
$74,674
$83,272.98
$8,598.98
11.52%
Wood Tarver Financial Group LLC
Wood Tarver Financial Group LLC
12,962
$474,528
$544,274.38
$69,746.38
14.7%
First International Bank of Israel Ltd.
First International Bank of Israel Ltd.
200,000
$7.52M
$8.4M
$878,000
11.68%
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