Jones Financial Companies
LQTI

Jones Financial Companies’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Jones Financial Companies’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
2025
Q4 		– Sell
-500
Closed -$10.2K – 4635
2025
Q3 		$10.2K Buy
+500
New +$10.1K ﹤0.01% 3071

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
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

Jones Financial Companies's LQTI Position: Q4 2025 in Review

Jones Financial Companies sold out of FT Vest Investment Grade & Target Income ETF (LQTI) in Q4 2025, closing a stake of 500 shares — an estimated $10.2K sold.

Jones Financial Companies first reported a position in LQTI in Q3 2025 and held it in 1 quarter. The position peaked at $10.2K in Q3 2025. 46 funds tracked by Wall St. Rank hold LQTI as of Q4 2025.

  • Jones Financial Companies reported no remaining FT Vest Investment Grade & Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 500 FT Vest Investment Grade & Target Income ETF shares in Q4 2025, an estimated $10.2K.
  • Jones Financial Companies first reported a position in FT Vest Investment Grade & Target Income ETF in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's FT Vest Investment Grade & Target Income ETF position peaked at $10.2K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.