LMKC
LQTI

L.M. Kohn & Company’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

L.M. Kohn & Company’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
Q3 		$343K Buy
16,800
+2,500
+17% +$50.6K 0.41% 75
2025
Q2 		$291K Buy
+14,300
New +$286K 0.08% 209

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
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

L.M. Kohn & Company's LQTI Position: Q3 2025 in Review

L.M. Kohn & Company increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 17% in Q3 2025, buying an estimated $50.6K and bringing the position to 16,800 shares worth $343K. The position accounts for 0.41% of the portfolio, ranked #75.

L.M. Kohn & Company first reported a position in LQTI in Q2 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold LQTI as of Q3 2025.

  • L.M. Kohn & Company held 16,800 shares of FT Vest Investment Grade & Target Income ETF worth $343K as of Q3 2025.
  • L.M. Kohn & Company bought 2,500 FT Vest Investment Grade & Target Income ETF shares in Q3 2025, an estimated $50.6K.
  • FT Vest Investment Grade & Target Income ETF made up 0.41% of L.M. Kohn & Company's portfolio in Q3 2025, its #75 holding.
  • L.M. Kohn & Company first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.