LQTI institutional holders

FT Vest Investment Grade & Target Income ETF · 64 reporting institutions · $235.5M reported value

Funds that can replace LQTI · LQTI return decomposition

Institutional holdings

Institutions reporting LQTI, largest first
InstitutionReported positionAdvisors at firmReport period
Guardian Wealth Advisors, LLC / Nc$39M332026-06-30
Aptus Capital Advisors, LLC$39M212026-06-30
Commonwealth Equity Services, LLC$29.7M2,8632026-06-30
Rise Advisors, LLC$18.9M82026-06-30
Cetera Investment Advisers$10.4M10,3702026-06-30
Creative Financial Designs Inc /adv$9.7M02026-06-30
Lpl Financial LLC$9.4M23,4582026-06-30
Lexaurum Advisors, LLC$6.1M352026-06-30
Steward Partners Investment Advisory, LLC$5.4M4812026-06-30
Great Valley Advisor Group, LLC$4.9M2052026-06-30
Envestnet Pmc$4.3M602026-06-30
Sageguard Financial Group, LLC$4M142026-06-30
Delta Investment Management, LLC$4M262026-06-30
Prosperity Financial Group, Inc.$3.9M02026-06-30
Truist Financial Corp$3.6M02026-06-30
Ifp Advisors, Inc$3.3M3182026-06-30
Newedge Advisors$3.3M6012026-06-30
Sulzberger Capital Advisors, Inc.$3M22026-06-30
Jane Street Group, LLC$3M02026-06-30
Insight Advisors, LLC/ PA$2.7M122026-06-30
Balboa Wealth Partners, Inc.$2.6M262026-06-30
Advisory Services Network$1.8M2532026-06-30
Independent Wealth Network Inc.$1.7M342026-06-30
Bullseye Investment Management, LLC$1.6M42025-09-30
Hightower Advisors, LLC$1.5M1,0462026-06-30
International Assets Investment Management, LLC$1.4M1222026-06-30
Independent Financial Group, LLC$1.2M4812026-06-30
Onedigital Investment Advisors LLC$1.1M3862026-06-30
Capital Investment Advisory Services, LLC$1M1032026-06-30
Kingsview Wealth Management, LLC$1M1152026-06-30
Winebrenner Capital Management LLC$885.2K62026-06-30
Brookstone Capital Management$861.3K3372026-06-30
Psi Advisors, LLC$754.5K112026-06-30
Valmark Advisers, Inc.$740.3K2952026-06-30
Southern Financial Group, LLC$727.9K42026-06-30
American Financial Advisors, LLC$686.1K22026-06-30
Nations Financial Group Inc, /ia/ /adv$678.8K02026-06-30
Forefront Wealth Partners, LLC$638.4K302026-06-30
Creativeone Wealth, LLC$579.9K2212026-06-30
Integrated Wealth Concepts LLC$525.7K4802026-06-30
Old Mission Capital LLC$509K02026-06-30
Stenger Family Office, LLC$500.5K72026-06-30
Quad-Cities Investment Group, LLC$463.9K72026-06-30
1776 Wealth LLC$432.2K22026-06-30
Maridea Wealth Management$410.8K382026-06-30
Harbour Investments, Inc.$405.4K2472026-06-30
Apollon Wealth Management, LLC$404.4K1512026-06-30
L.M. Kohn & Company$342.8K02025-09-30
Private Client Services, LLC$342K662026-06-30
Ameritas Advisory Services, LLC$307.7K5502026-06-30
Kovack Advisors, Inc.$278.4K2582026-06-30
Gladstone Institutional Advisory LLC$274K1082026-06-30
Kestra Advisory Services, LLC$229.1K1,4792026-06-30
Wcg Wealth Advisors LLC$206.3K1302026-06-30
Ferguson Shapiro LLC$199K02026-06-30
Lakeridge Wealth Management LLC$196.5K122026-06-30
Arax Advisory Partners$45.6K2322026-06-30
Janney Montgomery Scott LLC$11.5K1,3422026-06-30
Sbi Securities Co., Ltd.$2.6K02026-06-30
Capital Analysts, LLC$9056082026-06-30
Cambridge Investment Research Advisors, Inc.$7823,9402026-03-31
Northwestern Mutual Wealth Management Co$71402026-06-30
Centaurus Financial, Inc.$2724312026-06-30
Wells Fargo & Company/mn$202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30