DIM
LQTI

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

Delta Investment 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 		$4.02M Buy
208,414
+22,231
+12% +$432K 0.66% 40
2026
Q1 		$3.65M Buy
186,183
+34,028
+22% +$676K 0.65% 38
2025
Q4 		$3.06M Buy
+152,155
New +$3.08M 0.53% 43

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
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

Delta Investment Management's LQTI Position: Q2 2026 in Review

Delta Investment Management increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 12% in Q2 2026, buying an estimated $432K and bringing the position to 208,414 shares worth $4.02M. The position accounts for 0.66% of the portfolio, ranked #40.

Delta Investment Management first reported a position in LQTI in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Delta Investment Management held 208,414 shares of FT Vest Investment Grade & Target Income ETF worth $4.02M as of Q2 2026.
  • Delta Investment Management bought 22,231 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $432K.
  • FT Vest Investment Grade & Target Income ETF made up 0.66% of Delta Investment Management's portfolio in Q2 2026, its #40 holding.
  • Delta Investment Management first reported a position in FT Vest Investment Grade & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.