LPL Financial
LQTI

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

LPL Financial’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 		$9.45M Buy
489,218
+264,653
+118% +$5.14M ﹤0.01% 2201
2026
Q1 		$4.4M Buy
+224,565
New +$4.46M ﹤0.01% 2748

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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

LPL Financial's LQTI Position: Q2 2026 in Review

LPL Financial increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 118% in Q2 2026, buying an estimated $5.14M and bringing the position to 489,218 shares worth $9.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

LPL Financial first reported a position in LQTI in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • LPL Financial held 489,218 shares of FT Vest Investment Grade & Target Income ETF worth $9.45M as of Q2 2026.
  • LPL Financial bought 264,653 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $5.14M.
  • FT Vest Investment Grade & Target Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2201 holding.
  • LPL Financial first reported a position in FT Vest Investment Grade & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.