MWM
LTTI

Maridea Wealth Management’s FT Vest 20+ Year Treasury & Target Income ETF LTTI Stock Holding History

Maridea Wealth Management’s Portfolio LTTI Stock Details LTTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Buy
21,120
+1,484
+8% +$27.4K 0.04% 361
2026
Q1 		$369K Buy
+19,636
New +$375K 0.05% 301

Other funds holding LTTI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Maridea Wealth Management increased its FT Vest 20+ Year Treasury & Target Income ETF (LTTI) stake by 7.6% in Q2 2026, buying an estimated $27.4K and bringing the position to 21,120 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #361.

Maridea Wealth Management first reported a position in LTTI in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold LTTI as of Q2 2026.

  • Maridea Wealth Management held 21,120 shares of FT Vest 20+ Year Treasury & Target Income ETF worth $390K as of Q2 2026.
  • Maridea Wealth Management bought 1,484 FT Vest 20+ Year Treasury & Target Income ETF shares in Q2 2026, an estimated $27.4K.
  • FT Vest 20+ Year Treasury & Target Income ETF made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Maridea Wealth Management first reported a position in FT Vest 20+ Year Treasury & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held FT Vest 20+ Year Treasury & Target Income ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.