FT Vest Investment Grade & Target Income ETF $LQTI is Rise Advisors LLC’s 8th Largest Position

Rise Advisors LLC boosted its stake in FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI) by 4.6% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 979,814 shares of the company’s stock after buying an additional 43,167 shares during the quarter. FT Vest Investment Grade & Target Income ETF makes up about 5.3% of Rise Advisors LLC’s holdings, making the stock its 8th biggest position. Rise Advisors LLC owned about 0.06% of FT Vest Investment Grade & Target Income ETF worth $18,920,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the stock. Janney Montgomery Scott LLC purchased a new position in FT Vest Investment Grade & Target Income ETF during the fourth quarter worth $10,892,000. Creative Financial Designs Inc. ADV purchased a new stake in shares of FT Vest Investment Grade & Target Income ETF in the fourth quarter valued at $8,972,000. Guardian Wealth Advisors LLC NC boosted its stake in shares of FT Vest Investment Grade & Target Income ETF by 24.1% during the fourth quarter. Guardian Wealth Advisors LLC NC now owns 1,904,709 shares of the company’s stock valued at $38,323,000 after acquiring an additional 369,463 shares during the last quarter. Aptus Capital Advisors LLC boosted its stake in shares of FT Vest Investment Grade & Target Income ETF by 23.1% during the fourth quarter. Aptus Capital Advisors LLC now owns 1,890,415 shares of the company’s stock valued at $38,035,000 after acquiring an additional 355,169 shares during the last quarter. Finally, Commonwealth Equity Services LLC increased its position in FT Vest Investment Grade & Target Income ETF by 41.9% during the 4th quarter. Commonwealth Equity Services LLC now owns 1,174,736 shares of the company’s stock worth $23,636,000 after purchasing an additional 346,818 shares in the last quarter.

FT Vest Investment Grade & Target Income ETF Price Performance

Shares of LQTI stock opened at $18.68 on Wednesday. The firm has a 50-day moving average price of $19.09 and a 200 day moving average price of $19.46. FT Vest Investment Grade & Target Income ETF has a twelve month low of $18.61 and a twelve month high of $22.17.

About FT Vest Investment Grade & Target Income ETF

The FT Vest Investment Grade & Target Income ETF (LQTI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that seeks to provide current income and capital appreciation through a synthetic long exposure to the iShares iBoxx Investment Grade Corporate Bond ETF (LQD) and a partial covered call strategy. It seeks an annual rate of approximately 5% over LQDs current annual yield. LQTI was launched on Feb 12, 2025 and is issued by First Trust.