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FT Vest US Equity Moderate Fund (GJUN)
Market Closed
16 Oct, 08:00 PM
BATS
All
(1)
US
(1)
BATS
Primary
$
41.
99
-0.23
-0.5448%
$
381.38M
Market Cap
-
Div Yield
58
Volume
$
42.22
Previous Close
Investors:
TJD
BZ
JD
JM
BD
+40
Watching
Watch
Add Transaction
Day Range
41.99
42.24
Year Range
38.58
42.48
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Overview
Historical Data
Investors
FT Vest US Equity Moderate Fund Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
Christopher C. Powers
Farther Finance Advisors, LLC
14,660
$603,021.75
$617,772.4
$14,750.65
2.45%
Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions, Inc.
6,104
$241,697.73
$257,863.48
$16,165.75
6.69%
Courtney Haddad
Concurrent Investment Advisors, LLC
10,499
$418,468.67
$443,267.78
$24,799.11
5.93%
BRASS TAX WEALTH MANAGEMENT Inc.
BRASS TAX WEALTH MANAGEMENT, INC
6,133
$217,231.13
$258,352.62
$41,121.49
18.93%
Uptick Partners LLC
UPTICK PARTNERS, LLC
12,455
$463,082.4
$524,480.05
$61,397.65
13.26%
Andrea Butler
Sequent Planning LLC
13,596
$472,940.28
$572,867.46
$99,927.18
21.13%
KURT TRAULSEN
EVOLUTION WEALTH MANAGEMENT INC.
37
$1,391.23
$1,560.84
$169.61
12.19%
SAM
Smartleaf Asset Management LLC
Smartleaf Asset Management LLC
632
$24,568.76
$26,632.48
$2,063.72
8.4%
Signal Advisors Wealth LLC
Signal Advisors Wealth, LLC
19,051
$753,561.12
$800,808.78
$47,247.66
6.27%
Jonathan Chatfield
LM Advisors LLC
31,290
$1.28M
$1.32M
$38,443.67
3%
Robert R Schulz
Schulz Wealth, LTD.
55,886
$2M
$2.36M
$360,848.92
18.06%
Ruth Thortvedt
Financial Network Wealth Advisors LLC
1,113
$40,068
$46,707.04
$6,639.04
16.57%
TWP
Triad Wealth Partners LLC
Triad Wealth Partners, LLC
30,122
$1.14M
$1.26M
$122,401.8
10.72%
Chris M. Frantz
Catalina Capital Group, LLC
8,110
$276,631.85
$342,850.25
$66,218.4
23.94%
Nathan Edwards
IMG Wealth Management, Inc.
412
$14,832
$17,310.18
$2,478.18
16.71%
Chris Bulman Inc.
Chris Bulman Inc
5,091
$181,750.42
$215,043.84
$33,293.42
18.32%
NWW
New Wave Wealth Advisors LLC
NEW WAVE WEALTH ADVISORS LLC
10,782
$444,111
$455,000.4
$10,889.4
2.45%
Curtis Harrell
Tounjian Advisory Partners LLC
4,372
$180,083
$183,602.14
$3,519.14
1.95%
REAP Financial Group LLC
REAP Financial Group LLC
12,431
$396,999.77
$521,915.53
$124,915.76
31.46%
VestGen Advisors LLC
VestGen Advisors LLC
84,174
$3.35M
$3.56M
$201,283.73
6%
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