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FT Vest Investment Grade & Target Income ETF (LQTI) Institutional Ownership

$19.23 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$162.38M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.97M
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LQTI Institutional Buying and Selling by Quarter

FT Vest Investment Grade & Target Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Southern Financial Group LLC37,684$738K0.2%+3.6%0.265%
6/3/2026NewEdge Advisors LLC169,582$3.32M0.0%+216.9%1.194%
5/19/2026NewEdge Advisors LLC169,582$3.32M0.1%+216.9%1.194%
5/14/2026American Financial Advisors LLC37,675$738K0.1%-53.7%0.265%
5/13/2026Cetera Investment Advisers469,083$9.19M0.0%+126.2%3.303%
5/12/2026Insight Advisors LLC PA135,888$2.66M0.5%+31.0%0.957%
5/6/2026Independent Financial Group LLC82,628$1.62M0.0%N/A0.582%
5/2/2026International Assets Investment Management LLC26,250$511K0.0%N/A0.185%
4/30/2026Stenger Family Office LLC25,502$499K0.1%+20.0%0.180%
4/23/2026SageGuard Financial Group LLC157,172$3.08M0.5%+79.1%1.143%
4/21/2026Maridea Wealth Management LLC19,175$375K0.1%N/A0.140%
4/21/2026Independent Wealth Network Inc.115,504$2.26M0.7%+4.3%0.846%
4/17/2026Brookstone Capital Management43,759$857K0.0%+17.7%0.318%
4/16/2026Balboa Wealth Partners98,795$1.93M0.3%N/A0.719%
4/15/2026Nations Financial Group Inc. IA ADV35,155$688K0.0%+25.4%0.255%
3/4/2026Stenger Family Office LLC21,246$427K0.1%N/A0.177%
2/18/2026NewEdge Advisors LLC53,510$1.08M0.0%N/A0.446%
2/17/2026Cetera Investment Advisers207,403$4.17M0.0%+25.2%1.728%
2/17/2026Wealth Watch Advisors INC39,170$788K0.3%N/A0.326%
2/17/2026Advisory Services Network LLC87,201$1.75M0.0%+4.0%0.727%
2/17/2026Guardian Wealth Advisors LLC NC1,904,709$38.32M2.4%+24.1%15.873%
2/16/2026Aptus Capital Advisors LLC1,890,415$38.04M0.3%+23.1%15.753%
2/13/2026Kestra Advisory Services LLC10,754$216K0.0%N/A0.090%
2/13/2026CreativeOne Wealth LLC32,964$663K0.0%N/A0.275%
2/13/2026Integrated Wealth Concepts LLC12,499$251K0.0%N/A0.104%
2/12/2026Jane Street Group LLC160,536$3.23M0.0%+105.7%1.338%
2/12/2026Commonwealth Equity Services LLC1,174,736$23.64M0.0%+41.9%9.789%
2/12/2026Great Valley Advisor Group Inc.199,341$4.01M0.1%+187.1%1.661%
2/11/2026Janney Montgomery Scott LLC541,328$10.89M0.0%N/A4.511%
2/11/2026Capital Analysts LLC31,949$643K0.0%+145.5%0.266%
2/11/2026Rise Advisors LLC827,524$16.65M5.9%+10,901.4%6.896%
2/11/2026Insight Advisors LLC PA103,711$2.09M0.3%+64.3%0.864%
2/11/20261776 Wealth LLC22,382$450K0.2%N/A0.187%
2/9/2026Kingsview Wealth Management LLC46,118$928K0.0%N/A0.384%
2/6/2026IFP Advisors Inc17,329$349K0.0%+34.9%0.144%
2/6/2026Creative Financial Designs Inc. ADV445,943$8.97M0.6%N/A3.716%
2/6/2026Forefront Wealth Partners LLC32,918$662K0.3%+1.9%0.274%
2/3/2026American Financial Advisors LLC81,333$1.64M0.2%-10.9%0.683%
2/2/2026Mutual Advisors LLC177,445$3.57M0.1%N/A1.491%
1/30/2026Delta Investment Management LLC152,155$3.06M0.5%N/A1.279%
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1/27/2026SageGuard Financial Group LLC87,769$1.77M0.3%N/A0.750%
1/26/2026Independent Wealth Network Inc.110,790$2.23M0.7%+8.2%0.947%
1/26/2026Prosperity Financial Group Inc.171,043$3.44M1.2%+0.6%1.462%
1/26/2026Nations Financial Group Inc. IA ADV28,045$564K0.0%+64.9%0.240%
1/22/2026Apollon Wealth Management LLC21,035$423K0.0%-2.4%0.184%
1/21/2026Capital Investment Advisory Services LLC41,930$844K0.1%+71.2%0.366%
1/15/2026Brookstone Capital Management37,192$748K0.0%N/A0.326%
1/14/2026Quad Cities Investment Group LLC25,161$506K0.2%N/A0.223%
1/7/2026Sulzberger Capital Advisors Inc.182,357$3.67M3.7%+3.0%1.621%
11/21/2025Sulzberger Capital Advisors Inc.177,099$3.61M4.0%+1,641.0%2.300%
11/18/2025Advisory Services Network LLC83,811$1.71M0.0%+3.2%1.088%
11/17/2025Susquehanna International Group LLP12,214$249K0.0%-75.1%0.159%
11/17/2025Prosperity Financial Group Inc.170,019$3.47M1.3%+2.0%2.208%
11/12/2025Aptus Capital Advisors LLC1,535,246$31.33M0.2%+996.8%19.938%
11/10/2025Insight Advisors LLC PA63,112$1.29M0.2%+144.4%0.820%
11/10/2025Ferguson Shapiro LLC10,304$210K0.1%N/A0.134%
11/10/2025OneDigital Investment Advisors LLC115,476$2.36M0.0%-0.4%1.500%
11/6/2025Ameritas Advisory Services LLC27,982$571K0.0%N/A0.363%
11/6/2025LexAurum Advisors LLC243,698$4.97M0.7%+1,927.6%3.165%
11/5/2025Capital Investment Advisory Services LLC24,485$500K0.0%+113.4%0.320%
11/5/2025Envestnet Asset Management Inc.16,442$336K0.0%N/A0.215%
11/4/2025TFB Advisors LLC12,585$257K0.1%+4.7%0.165%
11/4/2025L.M. Kohn & Company16,800$343K0.4%+17.5%0.220%
10/28/2025Nations Financial Group Inc. IA ADV17,010$347K0.0%N/A0.228%
10/27/2025Cooper Capital Advisors LLC471,625$9.62M6.2%N/A6.417%
10/27/2025American Financial Advisors LLC91,307$1.86M0.2%-1.1%1.242%
10/22/2025Commonwealth Equity Services LLC827,918$16.89M0.0%+60.1%11.341%
10/20/2025Forefront Wealth Partners LLC32,297$659K0.2%N/A0.449%
10/17/2025Apollon Wealth Management LLC21,543$440K0.0%N/A0.308%
10/15/2025Independent Wealth Network Inc.102,374$2.09M0.7%+14.7%1.462%
10/8/2025Rise Advisors LLC7,522$153K0.1%N/A0.111%
8/19/2025Advisory Services Network LLC81,231$1.64M0.0%N/A2.056%
8/15/2025Great Valley Advisor Group Inc.52,374$1.06M0.0%N/A1.326%
8/5/2025Sulzberger Capital Advisors Inc.10,172$207K0.2%N/A0.271%
8/4/2025L.M. Kohn & Company14,300$291K0.1%N/A0.381%
7/30/2025Insight Advisors LLC PA25,819$525K0.1%N/A0.689%
7/30/2025Prosperity Financial Group Inc.166,635$3.39M1.4%N/A4.444%
7/28/2025Harbour Investments Inc.6,000$122K0.0%N/A0.160%
7/17/2025LexAurum Advisors LLC12,019$244K0.0%N/A0.339%
7/16/2025Independent Wealth Network Inc.89,240$1.81M0.7%N/A2.514%
7/10/2025American Financial Advisors LLC92,287$1.88M0.3%-6.1%2.675%
5/14/2025TFB Advisors LLC12,018$247K0.1%N/A0.961%
5/6/2025Avantax Advisory Services Inc.65,956$1.35M0.0%N/A5.276%
5/5/2025IFP Advisors Inc12,888$264K0.0%N/A1.031%
5/1/2025American Financial Advisors LLC98,284$2.02M0.3%N/A7.863%


LQTI Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 institutional investors and hedge funds held shares of FT Vest Investment Grade & Target Income ETF. The most heavily invested institutionals were Guardian Wealth Advisors LLC NC ($38.32M), Aptus Capital Advisors LLC ($38.04M), Commonwealth Equity Services LLC ($23.64M), Rise Advisors LLC ($16.65M), Janney Montgomery Scott LLC ($10.89M), Cooper Capital Advisors LLC ($9.62M), and Cetera Investment Advisers ($9.19M).Learn more on FT Vest Investment Grade & Target Income ETF's institutional investors.

Of the 48 institutional investors that purchased FT Vest Investment Grade & Target Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aptus Capital Advisors LLC ($1.75M), Rise Advisors LLC ($827.52K), Commonwealth Equity Services LLC ($657.74K), Janney Montgomery Scott LLC ($541.33K), Cooper Capital Advisors LLC ($471.63K), Creative Financial Designs Inc. ADV ($445.94K), and Guardian Wealth Advisors LLC NC ($369.46K).

Institutional investors have bought a total of 8,048,420 shares in the last 24 months. This purchase volume represents approximately $162.38M in transactions.

The following institutional investors have sold FT Vest Investment Grade & Target Income ETF stock in the last 24 months: American Financial Advisors LLC ($60.61K), Susquehanna International Group LLP ($36.87K), Apollon Wealth Management LLC ($508.00), and OneDigital Investment Advisors LLC ($504.00).

Institutional investors have sold a total of 98,486 shares in the last 24 months. This volume of shares sold represents approximately $1.97M in transactions.


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This page (NYSEARCA:LQTI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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