AE Wealth Management
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AE Wealth Management’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

AE Wealth Management’s Portfolio LQTI Stock Details LQTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$12 – 2812
2026
Q1 		$12 Hold
1
– – ﹤0.01% 2589
2025
Q4 		$12 Sell
1
-66
-99% -$1.33K ﹤0.01% 2452
2025
Q3 		$1.38K Buy
+67
New +$1.35K ﹤0.01% 2196
2025
Q2 		– Hold
0
– – – 2155

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

AE Wealth Management's LQTI Position: Q2 2026 in Review

AE Wealth Management sold out of FT Vest Investment Grade & Target Income ETF (LQTI) in Q2 2026, closing a stake of 1 share — an estimated $12 sold.

AE Wealth Management first reported a position in LQTI in Q3 2025 and held it in 3 quarters. The position peaked at $1.38K in Q3 2025. 62 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • AE Wealth Management reported no remaining FT Vest Investment Grade & Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1 FT Vest Investment Grade & Target Income ETF share in Q2 2026, an estimated $12.
  • AE Wealth Management first reported a position in FT Vest Investment Grade & Target Income ETF in Q3 2025 and held it in 3 quarters.
  • AE Wealth Management's FT Vest Investment Grade & Target Income ETF position peaked at $1.38K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.