MWM
LQTI

Maridea Wealth Management’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Maridea Wealth Management’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 		$411K Buy
21,275
+2,100
+11% +$40.8K 0.04% 349
2026
Q1 		$375K Buy
+19,175
New +$381K 0.05% 297

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

Maridea Wealth Management's LQTI Position: Q2 2026 in Review

Maridea Wealth Management increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 11% in Q2 2026, buying an estimated $40.8K and bringing the position to 21,275 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #349.

Maridea Wealth Management 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.

  • Maridea Wealth Management held 21,275 shares of FT Vest Investment Grade & Target Income ETF worth $411K as of Q2 2026.
  • Maridea Wealth Management bought 2,100 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $40.8K.
  • FT Vest Investment Grade & Target Income ETF made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Maridea Wealth Management 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 Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.