CAL
LQTI

Capital Analysts LLC’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Capital Analysts LLC’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 		$905K Buy
46,824
+7,667
+20% +$149K 0.02% 381
2026
Q1 		$767K Buy
39,157
+7,208
+23% +$143K 0.02% 376
2025
Q4 		$643K Buy
31,949
+18,936
+146% +$383K 0.02% 392
2025
Q3 		$265K Buy
+13,013
New +$263K 0.01% 548

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
ACA
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 20.51% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Capital Analysts LLC's LQTI Position: Q2 2026 in Review

Capital Analysts LLC increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 20% in Q2 2026, buying an estimated $149K and bringing the position to 46,824 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #381.

Capital Analysts LLC first reported a position in LQTI in Q3 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Capital Analysts LLC held 46,824 shares of FT Vest Investment Grade & Target Income ETF worth $905K as of Q2 2026.
  • Capital Analysts LLC bought 7,667 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $149K.
  • FT Vest Investment Grade & Target Income ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #381 holding.
  • Capital Analysts LLC first reported a position in FT Vest Investment Grade & Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.