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FT Vest US Equity Moderate B Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BS Barrett Schultz Ashton Thomas Securities LLC | 20 | $697 | $824.2 | $127.2 | 18.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 20,257 | $748,195.49 | $834,284.54 | $86,089.05 | 11.51% |
| SL Shad Lamm Keystone Wealth Services LLC | 16,449 | $626,871.39 | $677,369.82 | $50,498.43 | 8.06% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 23,112 | $863,892.75 | $950,829.99 | $86,937.24 | 10.06% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,807 | $106,974.77 | $115,704.54 | $8,729.77 | 8.16% |
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FT Vest US Equity Moderate B Fund Profile
| BATS Exchange | US Country |
Overview
The described company appears to operate within the financial sector, focusing on investment services specifically related to Flexible Exchange Options (FLEX Options). These options are a type of derivatives that provide investors with the ability to customize key contract terms, including exercise prices, styles, and expiration dates. The company's primary investment strategy centers on using FLEX Options that are tied to the price performance of the SPDR® S&P 500® ETF Trust, a widely recognized exchange-traded fund (ETF) that aims to replicate the performance of the S&P 500 Index. Given its investment focus, the fund classifies itself as non-diversified, meaning it invests a large portion of its assets into a specific financial instrument or market, leading to potentially higher risk and reward scenarios for investors.
Products and Services
- FLexible EXchange® Options on SPDR® S&P 500® ETF Trust
These are specialized options contracts that reference the price performance of the SPDR® S&P 500® ETF Trust. Tailored for investors looking for a more customized approach to options trading, FLexible EXchange® Options allow for the negotiation of terms such as strike price and expiration dates, providing a bespoke investment strategy aimed at leveraging the performance of the SPDR S&P 500 ETF.
