Guardian Wealth Advisors LLC NC Raises Stock Position in FT Vest Investment Grade & Target Income ETF $LQTI

Guardian Wealth Advisors LLC NC raised its stake in FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI) by 24.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,904,709 shares of the company’s stock after buying an additional 369,463 shares during the period. FT Vest Investment Grade & Target Income ETF comprises about 2.4% of Guardian Wealth Advisors LLC NC’s investment portfolio, making the stock its 9th biggest position. Guardian Wealth Advisors LLC NC owned 0.16% of FT Vest Investment Grade & Target Income ETF worth $38,323,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Ferguson Shapiro LLC bought a new position in shares of FT Vest Investment Grade & Target Income ETF in the 3rd quarter worth $210,000. Kestra Advisory Services LLC bought a new position in shares of FT Vest Investment Grade & Target Income ETF in the 4th quarter worth $216,000. Integrated Wealth Concepts LLC bought a new position in shares of FT Vest Investment Grade & Target Income ETF in the 4th quarter worth $251,000. Envestnet Asset Management Inc. bought a new position in shares of FT Vest Investment Grade & Target Income ETF in the 3rd quarter worth $336,000. Finally, IFP Advisors Inc increased its holdings in shares of FT Vest Investment Grade & Target Income ETF by 34.9% in the 4th quarter. IFP Advisors Inc now owns 17,329 shares of the company’s stock worth $349,000 after buying an additional 4,483 shares during the last quarter.

FT Vest Investment Grade & Target Income ETF Price Performance

Shares of NYSEARCA:LQTI opened at $19.35 on Wednesday. The company’s fifty day moving average price is $19.43 and its 200-day moving average price is $19.75. FT Vest Investment Grade & Target Income ETF has a one year low of $18.89 and a one year 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.