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FT Vest US Equity Moderate B Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 446,498 | $18.29M | $18.9M | $613,912.83 | 3.36% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 20 | $697 | $845.1 | $148.1 | 21.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,349 | $716,796.85 | $819,139.91 | $102,343.06 | 14.28% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 8,385 | $299,411.66 | $354,601.65 | $55,189.99 | 18.43% |
| BD Brian Durkin Gries Financial LLC | 9,673 | $338,942 | $409,506.45 | $70,564.45 | 20.82% |
 Shad Lamm Keystone Wealth Services LLC | 16,398 | $624,927.78 | $693,225.45 | $68,297.67 | 10.93% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 21,138 | $804,771.74 | $895,617.06 | $90,845.32 | 11.29% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,364 | $382,238.48 | $396,424.94 | $14,186.46 | 3.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,525 | $405,940.97 | $487,910.87 | $81,969.9 | 20.19% |
| RS Radon Stancil POM Investment Strategies LLC | 1,321 | $50,343.31 | $55,845.27 | $5,501.96 | 10.93% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 38,991 | $1.49M | $1.66M | $167,954.2 | 11.29% |
 Kristofer Gray Integrity Financial Corp. /WA | 8,479 | $278,920.53 | $358,661.7 | $79,741.17 | 28.59% |
 Amanda Hawley Atria Wealth Solutions Inc. | 7,189 | $251,902.56 | $305,244.94 | $53,342.38 | 21.18% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 11,348 | $391,915.32 | $480,020.4 | $88,105.08 | 22.48% |
 Christopher C. Powers Farther Finance Advisors, LLC | 12,703 | $520,309.07 | $537,781.5 | $17,472.43 | 3.36% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,109 | $373,105 | $386,449.32 | $13,344.32 | 3.58% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 16,111 | $613,990.6 | $684,073.06 | $70,082.46 | 11.41% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 15,960 | $551,896.92 | $674,948.4 | $123,051.48 | 22.3% |
 David Vollmer PFS Partners, LLC | 876 | $30,293 | $36,945.3 | $6,652.3 | 21.96% |
 Amir Har-El Savvy Advisors, Inc. | 7,962 | $308,448 | $337,230.51 | $28,782.51 | 9.33% |
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