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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 | $18.59M | $303,596.72 | 1.66% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 20 | $697 | $826.04 | $129.04 | 18.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,349 | $716,796.85 | $805,982.59 | $89,185.74 | 12.44% |
 Shad Lamm Keystone Wealth Services LLC | 16,398 | $624,927.78 | $677,270.2 | $52,342.42 | 8.38% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 23,112 | $863,892.75 | $954,571.82 | $90,679.07 | 10.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,364 | $382,238.48 | $390,759.72 | $8,521.24 | 2.23% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,720 | $372,130.97 | $442,757.44 | $70,626.47 | 18.98% |
| RS Radon Stancil POM Investment Strategies LLC | 1,321 | $50,343.31 | $54,559.94 | $4,216.63 | 8.38% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 38,991 | $1.49M | $1.61M | $122,997.58 | 8.27% |
 Kristofer Gray Integrity Financial Corp. /WA | 8,479 | $278,920.53 | $350,199.66 | $71,279.13 | 25.56% |
 Amanda Hawley Atria Wealth Solutions Inc. | 7,189 | $251,902.56 | $296,920.08 | $45,017.52 | 17.87% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 11,348 | $391,915.32 | $472,530.72 | $80,615.4 | 20.57% |
 Christopher C. Powers Farther Finance Advisors, LLC | 14,103 | $573,585.6 | $582,594.93 | $9,009.33 | 1.57% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,109 | $373,105 | $376,219.92 | $3,114.92 | 0.83% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 16,460 | $627,291 | $679,830.92 | $52,539.92 | 8.38% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 15,960 | $551,896.92 | $659,179.92 | $107,283 | 19.44% |
 David Vollmer PFS Partners, LLC | 876 | $30,293 | $36,187.56 | $5,894.56 | 19.46% |
 Amir Har-El Savvy Advisors, Inc. | 7,962 | $308,448 | $328,846.52 | $20,398.52 | 6.61% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 23,972 | $831,286.41 | $998,194.08 | $166,907.67 | 20.08% |
 Jonathan Chatfield LM Advisors LLC | 6,218 | $254,323.95 | $259,377.03 | $5,053.08 | 1.99% |
