Who owns LQTI?
FT Vest Investment Grade & Target Income ETF · First Trust
62 institutions reported holding LQTI, worth $248.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LQTI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | Raleigh, NC | $39.0M | 2,020,581 | −37,632 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $39.0M | 2,020,581 | −37,632 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $29.7M | 1,537,625 | +144,471 shares |
| Rise Advisors, LLC | Rochester, NY | $18.9M | 979,814 | +43,167 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $11.5M | 593,882 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $10.4M | 539,857 | +70,774 shares |
| Creative Financial Designs Inc. | Kokomo, IN | $9.7M | 501,671 | +31,509 shares |
| LPL Financial LLC | Fort Mill, SC | $9.4M | 489,218 | +264,653 shares |
| LexAurum Advisors, LLC | Overland Park, KS | $6.1M | 318,457 | +11,313 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $5.4M | 278,256 | +16,872 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LQTI?
62 institutional managers reported holding LQTI in Form 13F filings for June 30, 2026, worth $248.0M in total. The largest reported position was held by Guardian Wealth Advisors, LLC, at $39.0M.
Did institutions buy or sell LQTI last quarter?
Reported 13F value rose 14.8% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LQTI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.