SW
LQTI icon

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

SMART Wealth’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
2025
Q3 		– Sell
-219,707
Closed -$4.47M – 193
2025
Q2 		$4.47M Buy
+219,707
New +$4.4M 1.4% 20

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Aptus Capital Advisors
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
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

SMART Wealth's LQTI Position: Q3 2025 in Review

SMART Wealth sold out of FT Vest Investment Grade & Target Income ETF (LQTI) in Q3 2025, closing a stake of 219,707 shares — an estimated $4.47M sold.

SMART Wealth first reported a position in LQTI in Q2 2025 and held it in 1 quarter. The position peaked at $4.47M in Q2 2025. 34 funds tracked by Wall St. Rank hold LQTI as of Q3 2025.

  • SMART Wealth reported no remaining FT Vest Investment Grade & Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 219,707 FT Vest Investment Grade & Target Income ETF shares in Q3 2025, an estimated $4.47M.
  • SMART Wealth first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and held it in 1 quarter.
  • SMART Wealth's FT Vest Investment Grade & Target Income ETF position peaked at $4.47M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.