PFG
LQTI

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

Prosperity Financial Group’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
Q1 		$3.55M Buy
181,250
+10,207
+6% +$203K 1.31% 21
2025
Q4 		$3.44M Buy
171,043
+1,024
+0.6% +$20.7K 1.24% 23
2025
Q3 		$3.47M Buy
170,019
+3,384
+2% +$68.4K 1.27% 24
2025
Q2 		$3.39M Buy
+166,635
New +$3.34M 1.44% 19

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Prosperity Financial Group's LQTI Position: Q1 2026 in Review

Prosperity Financial Group increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 6% in Q1 2026, buying an estimated $203K and bringing the position to 181,250 shares worth $3.55M. The position accounts for 1.31% of the portfolio, ranked #21.

Prosperity Financial Group first reported a position in LQTI in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold LQTI as of Q1 2026.

  • Prosperity Financial Group held 181,250 shares of FT Vest Investment Grade & Target Income ETF worth $3.55M as of Q1 2026.
  • Prosperity Financial Group bought 10,207 FT Vest Investment Grade & Target Income ETF shares in Q1 2026, an estimated $203K.
  • FT Vest Investment Grade & Target Income ETF made up 1.31% of Prosperity Financial Group's portfolio in Q1 2026, its #21 holding.
  • Prosperity Financial Group first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.