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LQTI

FT Vest Investment Grade & Target Income ETF

23 hedge funds and large institutions have $39.4M invested in FT Vest Investment Grade & Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

551% more capital invested

Capital invested by funds: $6.06M → $39.4M (+$33.4M)

188% more funds holding

Funds holding: 823 (+15)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

40.53% less ownership

Funds ownership: 98.42%57.89% (-41%)

Holders
23
Holders Change
+15
Holders Change %
+187.5%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
3
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.5M +$10.1M +506,503 +4,825%
SW
2
SMART Wealth
Nebraska
$4.47M +$4.4M +219,707 New
PFG
3
Prosperity Financial Group
California
$3.39M +$3.34M +166,635 New
ACA
4
Aptus Capital Advisors
Alabama
$2.84M +$2.8M +139,970 New
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.84M +$2.8M +139,970 New
OIA
6
OneDigital Investment Advisors
Kansas
$2.36M +$2.32M +115,980 New
AFA
7
American Financial Advisors
Georgia
$1.88M -$120K -5,997 -6%
IWN
8
Independent Wealth Network
Iowa
$1.81M +$1.79M +89,240 New
ASN
9
Advisory Services Network
Georgia
$1.64M +$1.63M +81,231 New
BIM
10
Bullseye Investment Management
Ohio
$1.56M
AAS
11
Avantax Advisory Services
Texas
$1.46M +$116K +5,805 +9%
GVAG
12
Great Valley Advisor Group
Delaware
$1.06M +$1.05M +52,374 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$997K +$983K +49,079 New
IA
14
Insight Advisors
Pennsylvania
$525K +$517K +25,819 New
LMKC
15
L.M. Kohn & Company
Ohio
$291K +$286K +14,300 New
IA
16
IFP Advisors
Florida
$262K
Citadel Advisors
17
Citadel Advisors
Florida
$259K -$102K -5,090 -29%
LA
18
LexAurum Advisors
Kansas
$244K +$241K +12,019 New
TA
19
TFB Advisors
Kansas
$244K
CIAS
20
Capital Investment Advisory Services
North Carolina
$233K +$191K +9,520 +487%
IFG
21
Independent Financial Group
California
$222K +$219K +10,921 New
SCA
22
Sulzberger Capital Advisors
Florida
$207K +$204K +10,172 New
HI
23
Harbour Investments
Wisconsin
$122K +$120K +6,000 New
AWM
24
AE Wealth Management
Kansas
$8