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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 | $3.1M | $24,193.47 | 0.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 32,954 | $918,348.19 | $1.05M | $133,543.49 | 14.54% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 10,668 | $293,440.1 | $341,482.66 | $48,042.56 | 16.37% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 17,623 | $525,799.23 | $564,112.2 | $38,312.97 | 7.29% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,890 | $279,946.1 | $285,457.9 | $5,511.8 | 1.97% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,586 | $364,843.14 | $372,026.46 | $7,183.32 | 1.97% |
| TSR Ted S. Rich RiverTree Advisors LLC | 23,437 | $671,470.05 | $711,312.95 | $39,842.9 | 5.93% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,046 | $54,556.52 | $62,096.1 | $7,539.58 | 13.82% |
 Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 16,210 | $463,417.54 | $520,503.1 | $57,085.56 | 12.32% |
 Timothy R. Guthrie Bullseye Investment Management LLC | 236,560 | $5.78M | $7.18M | $1.4M | 24.14% |
 Timothy Gerlach Novem Group | 9,850 | $312,840 | $298,947.5 | -$13,892.5 | -4.44% |
 Jeffrey Gilbert Balboa Wealth Partners | 8,284 | $229,388.7 | $265,170.83 | $35,782.13 | 15.6% |
| NH Nathaniel Holden Core Wealth Partners LLC | 13,300 | $362,867.57 | $403,655 | $40,787.43 | 11.24% |
 Robert B. LaRue Owen LaRue LLC | 30,936 | $905,612.07 | $938,907.6 | $33,295.53 | 3.68% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 21,140 | $580,584.64 | $641,599 | $61,014.36 | 10.51% |
 Andrea Butler Sequent Planning LLC | 84,555 | $2.34M | $2.72M | $376,192.24 | 16.08% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 130 | $3,353 | $4,169.1 | $816.1 | 24.34% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 105,914 | $3.25M | $3.39M | $135,554.96 | 4.16% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 21,899 | $654,353.69 | $688,066.58 | $33,712.89 | 5.15% |
| RFL Rossby Financial LLC Rossby Financial LLC | 292 | $8,115.99 | $8,862.2 | $746.21 | 9.19% |
