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FT Vest US Equity Moderate B Fund (GSEP)
Market Closed
17 Jul, 20:00
BATS
All
(1)
US
(1)
BATS
Primary
$
41.
03
-0.14
-0.3401%
$
440.75M
Market Cap
-
Div Yield
8,700
Volume
$
41.17
Previous Close
Investors:
BS
JD
SL
ED
+33
Watching
Watch
Add Transaction
Day Range
40.97
41.12
Year Range
36.82
41.24
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Overview
Historical Data
Investors
FT Vest US Equity Moderate B Fund Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
David Vollmer
PFS Partners, LLC
876
$30,293
$36,086.82
$5,793.82
19.13%
Amir Har-El
Savvy Advisors, Inc.
7,962
$308,448
$327,994.59
$19,546.59
6.34%
Uptick Partners LLC
UPTICK PARTNERS, LLC
23,972
$831,286.41
$987,526.54
$156,240.13
18.79%
Jonathan Chatfield
LM Advisors LLC
237
$9,043.31
$9,763.21
$719.9
7.96%
Robert R Schulz
Schulz Wealth, LTD.
96,780
$3.19M
$3.99M
$797,799.54
25.02%
AIM
Advyzon Investment Management LLC
Advyzon Investment Management, LLC
9,056
$317,322.48
$372,835.52
$55,513.04
17.49%
Bryan Gort
Quest 10 Wealth Builders, Inc.
13,413
$519,619.43
$552,146.14
$32,526.71
6.26%
NWW
New Wave Wealth Advisors LLC
NEW WAVE WEALTH ADVISORS LLC
44,171
$1.68M
$1.82M
$135,163.07
8.03%
Ricky Tawil
American Alpha Advisors LLC
15,815
$612,043.02
$650,312.8
$38,269.78
6.25%
Howard Bailey Securities LLC
Howard Bailey Securities LLC
14,112
$546,699.06
$578,662.56
$31,963.5
5.85%
Smart Wealth LLC
Smart Wealth LLC
52,815
$2.04M
$2.17M
$122,249
5.98%
Heather Scully
NWF Advisory Services Inc.
14,400
$499,457.01
$591,480
$92,022.99
18.42%
REAP Financial Group LLC
REAP Financial Group LLC
15,192
$521,927.02
$624,391.2
$102,464.18
19.63%
LSL
Legacy Solutions LLC
Legacy Solutions LLC
6,450
$227,607.27
$265,095
$37,487.73
16.47%
DN
Daniel Newman
Noble Wealth Management PBC
7,535
$286,932.8
$309,613.15
$22,680.35
7.9%
Grantvest Financial Group LLC
Grantvest Financial Group LLC
10,975
$402,633.24
$450,962.75
$48,329.51
12%
Wood Tarver Financial Group LLC
Wood Tarver Financial Group LLC
140,961
$5.23M
$5.79M
$557,794.32
10.66%
First International Bank of Israel Ltd.
First International Bank of Israel Ltd.
144,500
$5.3M
$5.94M
$640,192.01
12.08%
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