SageGuard Financial Group LLC Has $3.08 Million Holdings in FT Vest Investment Grade & Target Income ETF $LQTI

SageGuard Financial Group LLC grew its holdings in FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI) by 79.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 157,172 shares of the company’s stock after acquiring an additional 69,403 shares during the quarter. SageGuard Financial Group LLC owned 1.14% of FT Vest Investment Grade & Target Income ETF worth $3,077,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Guardian Wealth Advisors LLC NC increased its position in 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 worth $38,323,000 after acquiring an additional 369,463 shares during the period. Aptus Capital Advisors LLC grew its position in FT Vest Investment Grade & Target Income ETF by 23.1% in the 4th quarter. Aptus Capital Advisors LLC now owns 1,890,415 shares of the company’s stock worth $38,035,000 after purchasing an additional 355,169 shares during the last quarter. Commonwealth Equity Services LLC grew its position in FT Vest Investment Grade & Target Income ETF by 41.9% in 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 during the last quarter. Rise Advisors LLC grew its position in FT Vest Investment Grade & Target Income ETF by 10,901.4% in the 4th quarter. Rise Advisors LLC now owns 827,524 shares of the company’s stock worth $16,650,000 after purchasing an additional 820,002 shares during the last quarter. Finally, Janney Montgomery Scott LLC bought a new position in shares of FT Vest Investment Grade & Target Income ETF during the 4th quarter worth about $10,892,000.

FT Vest Investment Grade & Target Income ETF Price Performance

Shares of LQTI opened at $19.38 on Monday. The company has a 50-day simple moving average of $19.40 and a 200-day simple moving average of $19.71. FT Vest Investment Grade & Target Income ETF has a 52 week low of $18.89 and a 52 week high of $22.17.

FT Vest Investment Grade & Target Income ETF Profile

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.