Independent Financial Group
LQTI icon

Independent Financial Group’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Independent Financial Group’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 		$896K Sell
49,627
-14,751
-23% -$276K 0.02% 726
2026
Q2 		$1.24M Sell
64,378
-20,430
-24% -$397K 0.02% 605
2026
Q1 		$1.66M Buy
84,808
+10,551
+14% +$210K 0.04% 452
2025
Q4 		$1.49M Buy
74,257
+30,253
+69% +$612K 0.03% 482
2025
Q3 		$898K Buy
44,004
+33,083
+303% +$669K 0.02% 633
2025
Q2 		$222K Buy
+10,921
New +$219K 0.01% 1179

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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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

Independent Financial Group's LQTI Position: Q3 2026 in Review

Independent Financial Group reduced its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 23% in Q3 2026, selling an estimated $276K and leaving 49,627 shares worth $896K. The position accounts for 0.02% of the portfolio, ranked #726.

Independent Financial Group first reported a position in LQTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2026. 7 funds tracked by Wall St. Rank hold LQTI as of Q3 2026.

  • Independent Financial Group held 49,627 shares of FT Vest Investment Grade & Target Income ETF worth $896K as of Q3 2026.
  • Independent Financial Group sold 14,751 FT Vest Investment Grade & Target Income ETF shares in Q3 2026, an estimated $276K.
  • FT Vest Investment Grade & Target Income ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #726 holding.
  • Independent Financial Group first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Independent Financial Group's FT Vest Investment Grade & Target Income ETF position peaked at $1.66M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.