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FT Vest US Equity Moderate Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 11,128 | $389,368.38 | $464,539.47 | $75,171.09 | 19.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,458 | $910,040.82 | $979,840.66 | $69,799.84 | 7.67% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 6,297 | $247,409.13 | $262,836.78 | $15,427.65 | 6.24% |
| SL Shad Lamm Keystone Wealth Services LLC | 9,661 | $373,204.43 | $403,346.75 | $30,142.32 | 8.08% |
| RL Rebecca Loeffler Corus Family Wealth Advisors | 77,910 | $3.06M | $3.25M | $192,048.15 | 6.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,609 | $330,596.75 | $401,656.2 | $71,059.45 | 21.49% |
 Kristofer Gray Integrity Financial Corp. /WA | 5,038 | $175,943.8 | $210,361.69 | $34,417.89 | 19.56% |
 Amanda Hawley Atria Wealth Solutions Inc. | 7,886 | $270,726.38 | $329,713.66 | $58,987.28 | 21.79% |
| ED Eric Dahm Range Financial Group LLC | 44,227 | $1.73M | $1.85M | $113,361.07 | 6.54% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,690 | $66,400.1 | $70,354.7 | $3,954.6 | 5.96% |
| FIL FWG Investments LLC FWG Investments LLC | 20,326 | $798,608.26 | $849,830.06 | $51,221.8 | 6.41% |
| MV Moises Valladares Insigneo Advisory Services LLC | 7,269 | $285,598.94 | $303,916.89 | $18,317.95 | 6.41% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 9,237 | $352,762.26 | $386,198.97 | $33,436.71 | 9.48% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 16,297 | $562,962.87 | $681,296.08 | $118,333.21 | 21.02% |
 Christopher C. Powers Farther Finance Advisors, LLC | 301 | $10,362.78 | $12,529.12 | $2,166.34 | 20.91% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 31,065 | $1.2M | $1.3M | $98,727.32 | 8.23% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 49,610 | $1.63M | $2.07M | $443,087.01 | 27.17% |
 Andrea Butler Sequent Planning LLC | 226,717 | $7.93M | $9.47M | $1.54M | 19.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 500 | $19,705.06 | $20,877.5 | $1,172.44 | 5.95% |
 Robert R Schulz Schulz Wealth, LTD. | 42,065 | $1.55M | $1.76M | $207,651.49 | 13.41% |
