FWP
LQTI

Forefront Wealth Partners’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Forefront Wealth Partners’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 		$638K Sell
33,060
-137
-0.4% -$2.66K 0.2% 102
2026
Q1 		$650K Buy
33,197
+279
+0.8% +$5.54K 0.27% 83
2025
Q4 		$662K Buy
32,918
+621
+2% +$12.6K 0.31% 71
2025
Q3 		$659K Buy
+32,297
New +$653K 0.17% 109

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

Forefront Wealth Partners's LQTI Position: Q2 2026 in Review

Forefront Wealth Partners reduced its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 0.41% in Q2 2026, selling an estimated $2.66K and leaving 33,060 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #102.

Forefront Wealth Partners first reported a position in LQTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $662K in Q4 2025. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Forefront Wealth Partners held 33,060 shares of FT Vest Investment Grade & Target Income ETF worth $638K as of Q2 2026.
  • Forefront Wealth Partners sold 137 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $2.66K.
  • FT Vest Investment Grade & Target Income ETF made up 0.2% of Forefront Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Forefront Wealth Partners first reported a position in FT Vest Investment Grade & Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Forefront Wealth Partners's FT Vest Investment Grade & Target Income ETF position peaked at $662K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.