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FT Vest Technology Dividend Mutual Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 96,763 | $3.07M | $2.96M | -$116,112.72 | -3.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 32,954 | $918,348.19 | $1.01M | $88,726.05 | 9.66% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 10,668 | $293,440.1 | $325,747.38 | $32,307.28 | 11.01% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 17,623 | $525,799.23 | $535,474.85 | $9,675.62 | 1.84% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 132,510 | $3.07M | $3.19M | $123,412.32 | 4.02% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,890 | $279,946.1 | $272,923 | -$7,023.1 | -2.51% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,586 | $364,843.14 | $351,924.75 | -$12,918.39 | -3.54% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 741 | $19,680.96 | $22,644.96 | $2,964 | 15.06% |
 Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 16,210 | $463,417.54 | $495,458.65 | $32,041.11 | 6.91% |
 Timothy R. Guthrie Bullseye Investment Management LLC | 264,696 | $6.96M | $8.07M | $1.11M | 15.95% |
 Timothy Gerlach Novem Group | 9,850 | $312,840 | $300,769.75 | -$12,070.25 | -3.86% |
 Jeffrey Gilbert Balboa Wealth Partners | 8,284 | $229,388.7 | $252,330.64 | $22,941.94 | 10% |
| NH Nathaniel Holden Core Wealth Partners LLC | 13,300 | $362,867.57 | $409,640 | $46,772.43 | 12.89% |
 Robert B. LaRue Owen LaRue LLC | 30,936 | $905,612.07 | $950,508.6 | $44,896.53 | 4.96% |
 Christopher C. Powers Farther Finance Advisors, LLC | 5,800 | $178,524 | $177,248 | -$1,276 | -0.71% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 24,875 | $699,208.54 | $712,634.18 | $13,425.64 | 1.92% |
 Andrea Butler Sequent Planning LLC | 84,555 | $2.34M | $2.58M | $240,058.69 | 10.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 130 | $3,353 | $3,972.8 | $619.8 | 18.48% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 105,914 | $3.25M | $3.23M | -$28,611.56 | -0.88% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 8,632 | $274,178 | $263,276 | -$10,902 | -3.98% |
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