RA
LQTI

Rise Advisors’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Rise Advisors’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 		$18.9M Buy
979,814
+43,167
+5% +$838K 5.32% 8
2026
Q1 		$18.2M Buy
936,647
+109,123
+13% +$2.17M 6.42% 6
2025
Q4 		$16.6M Buy
827,524
+820,002
+10,901% +$16.6M 5.94% 6
2025
Q3 		$153K Buy
+7,522
New +$152K 0.06% 119

Other funds holding LQTI

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Rise Advisors's LQTI Position: Q2 2026 in Review

Rise Advisors increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 4.6% in Q2 2026, buying an estimated $838K and bringing the position to 979,814 shares worth $18.9M. The position accounts for 5.32% of the portfolio, ranked #8.

Rise Advisors first reported a position in LQTI in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Rise Advisors held 979,814 shares of FT Vest Investment Grade & Target Income ETF worth $18.9M as of Q2 2026.
  • Rise Advisors bought 43,167 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $838K.
  • FT Vest Investment Grade & Target Income ETF made up 5.32% of Rise Advisors's portfolio in Q2 2026, its #8 holding.
  • Rise Advisors first reported a position in FT Vest Investment Grade & Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.