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B. Riley Wealth Advisors’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$1.17M Buy
+65,037
New +$1.22M 0.05% 353

Other funds holding LQTI

RA
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

B. Riley Wealth Advisors's LQTI Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in FT Vest Investment Grade & Target Income ETF (LQTI) in Q3 2026: 65,037 shares worth $1.17M. The stake represents 0.05% of the portfolio and ranks #353 among its holdings.

7 funds tracked by Wall St. Rank hold LQTI as of Q3 2026.

  • B. Riley Wealth Advisors held 65,037 shares of FT Vest Investment Grade & Target Income ETF worth $1.17M as of Q3 2026.
  • FT Vest Investment Grade & Target Income ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • FT Vest Investment Grade & Target Income ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #353 holding.
  • 7 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.