American Financial Advisors LLC Has $738,000 Stock Holdings in FT Vest Investment Grade & Target Income ETF $LQTI

American Financial Advisors LLC decreased its holdings in shares of FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI) by 53.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,675 shares of the company’s stock after selling 43,658 shares during the period. American Financial Advisors LLC owned 0.27% of FT Vest Investment Grade & Target Income ETF worth $738,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Brookstone Capital Management bought a new position in FT Vest Investment Grade & Target Income ETF during the fourth quarter worth $748,000. Kingsview Wealth Management LLC acquired a new stake in FT Vest Investment Grade & Target Income ETF in the fourth quarter worth $928,000. Insight Advisors LLC PA increased its stake in FT Vest Investment Grade & Target Income ETF by 64.3% in the fourth quarter. Insight Advisors LLC PA now owns 103,711 shares of the company’s stock valued at $2,087,000 after purchasing an additional 40,599 shares in the last quarter. SageGuard Financial Group LLC bought a new stake in FT Vest Investment Grade & Target Income ETF in the fourth quarter valued at $1,766,000. Finally, Rise Advisors LLC raised its holdings in shares of FT Vest Investment Grade & Target Income ETF by 10,901.4% during the fourth quarter. Rise Advisors LLC now owns 827,524 shares of the company’s stock valued at $16,650,000 after purchasing an additional 820,002 shares during the period.

FT Vest Investment Grade & Target Income ETF Price Performance

LQTI stock opened at $18.87 on Thursday. The company’s 50-day moving average is $19.24 and its 200-day moving average is $19.58. FT Vest Investment Grade & Target Income ETF has a 1 year low of $18.84 and a 1 year high of $22.17.

FT Vest Investment Grade & Target Income ETF Company 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.