SFG
LQTI

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

Southern 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
Q2 		$728K Buy
37,695
+11
+0% +$214 0.19% 27
2026
Q1 		$738K Buy
37,684
+1,304
+4% +$25.9K 0.21% 19
2025
Q4 		$732K Buy
+36,380
New +$736K 0.21% 21

Other funds holding LQTI

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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Southern Financial Group's LQTI Position: Q2 2026 in Review

Southern Financial Group increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 0.03% in Q2 2026, buying an estimated $214 and bringing the position to 37,695 shares worth $728K. The position accounts for 0.19% of the portfolio, ranked #27.

Southern Financial Group first reported a position in LQTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $738K in Q1 2026. 35 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Southern Financial Group held 37,695 shares of FT Vest Investment Grade & Target Income ETF worth $728K as of Q2 2026.
  • Southern Financial Group bought 11 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $214.
  • FT Vest Investment Grade & Target Income ETF made up 0.19% of Southern Financial Group's portfolio in Q2 2026, its #27 holding.
  • Southern Financial Group first reported a position in FT Vest Investment Grade & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's FT Vest Investment Grade & Target Income ETF position peaked at $738K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.