FT Vest US Equity Moderate B Fund (GMAR)
Market Closed
16 Oct, 08:00 PM
BATS BATS Primary $
45. 30
-0.13
-0.2862%
$
406.74M Market Cap
- Div Yield
100 Volume
$ 45.43
Previous Close 
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FT Vest US Equity Moderate B Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Haddad Concurrent Investment Advisors, LLC | 18,289 | $762,467.97 | $830,869.27 | $68,401.3 | 8.97% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 20,041 | $735,847.56 | $910,362.42 | $174,514.86 | 23.72% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 45,171 | $1.65M | $2.05M | $399,803.75 | 24.24% |
 Andrea Butler Sequent Planning LLC | 9,175 | $375,810.41 | $416,728.5 | $40,918.09 | 10.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 700 | $28,660.78 | $31,794 | $3,133.22 | 10.93% |
 Jonathan Chatfield LM Advisors LLC | 8,248 | $363,181.52 | $374,789.12 | $11,607.6 | 3.2% |
 Robert R Schulz Schulz Wealth, LTD. | 37,497 | $1.28M | $1.7M | $422,932.91 | 33.04% |
 Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,175 | $86,138.08 | $98,473.12 | $12,335.04 | 14.32% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,905 | $196,690.66 | $222,196.5 | $25,505.84 | 12.97% |
 Janice M. Powell Diversify Advisory Services, LLC | 6,704 | $297,161 | $304,529.2 | $7,368.2 | 2.48% |
 Henry Pizzutello HFG Wealth Management, LLC | 6,535 | $239,946.25 | $296,068.17 | $56,121.92 | 23.39% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 6,704 | $290,865 | $304,529.2 | $13,664.2 | 4.7% |
 Carmen McClennon WR Wealth Planners, LLC | 1,225 | $43,414 | $55,670.12 | $12,256.12 | 28.23% |
 Nathan Edwards IMG Wealth Management, Inc. | 573 | $21,465.09 | $25,965.49 | $4,500.4 | 20.97% |
 Chris Bulman Inc. Chris Bulman Inc | 29,614 | $1.16M | $1.35M | $184,105.68 | 15.85% |
 REAP Financial Group LLC REAP Financial Group LLC | 29,350 | $980,424.94 | $1.33M | $349,130.06 | 35.61% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 7,177 | $266,984 | $326,015.22 | $59,031.22 | 22.11% |
 BostonPremier Wealth LLC BostonPremier Wealth LLC | 4,919 | $184,269.32 | $223,445.57 | $39,176.25 | 21.26% |
 Crux Wealth Advisors Crux Wealth Advisors | 4,547 | $201,159 | $206,752.09 | $5,593.09 | 2.78% |
| DN Daniel Newman Noble Wealth Management PBC | 6,722 | $251,811.6 | $304,338.55 | $52,526.95 | 20.86% |
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