IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest Invst GRD Trgt I ETF (LQTI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rise Advisors, LLC
INCREASED
Shares1,049,625 from 979,814
Change+69,811 (+7%)
Value$19.0M (+$36.0K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares755,509 from 1,537,625
Change-782,116 (-51%)
Value$13.6M (-$16.0M)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares327,579 from 501,671
Change-174,092 (-35%)
Value$5.9M (-$3.8M)
Filed 2026-11-04
Prosperity Financial Group, Inc.
INCREASED
Shares257,116 from 203,963
Change+53,153 (+26%)
Value$4.6M (+$705.0K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares209,761 from 187,756
Change+22,005 (+12%)
Value$3.8M (+$162.7K)
Filed 2026-10-30
LexAurum Advisors, LLC
DECREASED
Shares201,939 from 318,457
Change-116,518 (-37%)
Value$3.6M (-$2.5M)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares181,201 from 173,194
Change+8,007 (+5%)
Value$3.3M (-$71.9K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares143,434 from 134,661
Change+8,773 (+7%)
Value$2.6M (-$9.9K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares135,215 from 139,962
Change-4,747 (-3%)
Value$2.4M (-$260.7K)
Filed 2026-10-22
Bullseye Investment Management, LLC
DECREASED
Shares80,395 from 611,177
Change-530,782 (-87%)
Value$1.5M (-$10.3M)
Filed 2026-10-29
Independent Wealth Network Inc.
DECREASED
Shares77,885 from 90,488
Change-12,603 (-14%)
Value$1.4M (-$340.7K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
NEW
Shares65,037
Change+65,037
Value$1.2M
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares63,250 from 73,950
Change-10,700 (-14%)
Value$1.1M (-$282.9K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares59,696 from 53,815
Change+5,881 (+11%)
Value$1.1M (+$38.9K)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares49,627 from 64,378
Change-14,751 (-23%)
Value$896.3K (-$346.9K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares40,076 from 45,098
Change-5,022 (-11%)
Value$724.0K (-$147.0K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares36,480 from 35,155
Change+1,325 (+4%)
Value$658.8K (-$20.0K)
Filed 2026-11-05
Stenger Family Office, LLC
INCREASED
Shares26,485 from 25,919
Change+566 (+2%)
Value$477.3K (-$23.2K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
UNCHANGED
Shares24,023 from 24,023
Change0 (0%)
Value$433.9K (-$30.0K)
Filed 2026-10-16
Southern Financial Group, LLC
DECREASED
Shares21,558 from 37,695
Change-16,137 (-43%)
Value$389.3K (-$338.6K)
Filed 2026-10-30
Private Client Services, LLC
UNCHANGED
Shares17,713 from 17,713
Change0 (0%)
Value$319.9K (-$22.1K)
Filed 2026-10-02
Koshinski Asset Management, Inc.
NEW
Shares14,510
Change+14,510
Value$262.1K
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares13,942
Change+13,942
Value$252.0K
Filed 2026-11-03
Integrity Alliance, Llc.
NEW
Shares12,627
Change+12,627
Value$228.0K
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares11,594 from 44,605
Change-33,011 (-74%)
Value$209.4K (-$651.9K)
Filed 2026-10-22
Ferguson Shapiro LLC
INCREASED
Shares10,539 from 10,304
Change+235 (+2%)
Value$190.3K (-$8.6K)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$2.5K (-$151)
Filed 2026-10-22
Sulzberger Capital Advisors, Inc.
CLOSED
Shares0 from 154,057
Change-154,057 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-20
Winebrenner Capital Management LLC
CLOSED
Shares0 from 45,842
Change-45,842 (-100%)
Value$0 (-$885.2K)
Filed 2026-10-07
Apollon Wealth Management, LLC
CLOSED
Shares0 from 20,940
Change-20,940 (-100%)
Value$0 (-$404.4K)
Filed 2026-10-23
Kestra Advisory Services, LLC
CLOSED
Shares0 from 11,865
Change-11,865 (-100%)
Value$0 (-$229.1K)
Filed 2026-11-02
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,020,581
Change-2,020,581 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,020,581
Change-2,020,581 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 593,882
Change-593,882 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 539,857
Change-539,857 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 489,218
Change-489,218 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 278,256
Change-278,256 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 253,569
Change-253,569 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 221,998
Change-221,998 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 208,695
Change-208,695 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 208,414
Change-208,414 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 170,330
Change-170,330 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 153,259
Change-153,259 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 95,697
Change-95,697 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 76,970
Change-76,970 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 58,433
Change-58,433 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 53,181
Change-53,181 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 46,824
Change-46,824 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 39,072
Change-39,072 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 38,340
Change-38,340 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 35,533
Change-35,533 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 33,060
Change-33,060 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 30,030
Change-30,030 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 27,223
Change-27,223 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 26,359
Change-26,359 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 22,382
Change-22,382 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 21,275
Change-21,275 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,995
Change-20,995 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 15,937
Change-15,937 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 14,525
Change-14,525 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,188
Change-14,188 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,065
Change-14,065 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,683
Change-10,683 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 10,177
Change-10,177 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37
Change-37 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Rise Advisors, LLC
INCREASED1,049,625979,814+69,811+7%$18.9M$19.0M+$36.0K2026-10-16
Commonwealth Equity Services, LLC
DECREASED755,5091,537,625-782,116-51%$29.7M$13.6M-$16.0M2026-11-02
Creative Financial Designs Inc
DECREASED327,579501,671-174,092-35%$9.7M$5.9M-$3.8M2026-11-04
Prosperity Financial Group, Inc.
INCREASED257,116203,963+53,153+26%$3.9M$4.6M+$705.0K2026-10-29
Truist Financial Corp
INCREASED209,761187,756+22,005+12%$3.6M$3.8M+$162.7K2026-10-30
LexAurum Advisors, LLC
DECREASED201,939318,457-116,518-37%$6.1M$3.6M-$2.5M2026-10-19
IFP Advisors, Inc
INCREASED181,201173,194+8,007+5%$3.3M$3.3M-$71.9K2026-10-16
Balboa Wealth Partners
INCREASED143,434134,661+8,773+7%$2.6M$2.6M-$9.9K2026-10-20
Insight Advisors, LLC/ PA
DECREASED135,215139,962-4,747-3%$2.7M$2.4M-$260.7K2026-10-22
Bullseye Investment Management, LLC
DECREASED80,395611,177-530,782-87%$11.8M$1.5M-$10.3M2026-10-29
Independent Wealth Network Inc.
DECREASED77,88590,488-12,603-14%$1.7M$1.4M-$340.7K2026-10-19
B. Riley Wealth Advisors, Inc.
NEW65,037—+65,037——$1.2M—2026-10-13
International Assets Investment Management, LLC
DECREASED63,25073,950-10,700-14%$1.4M$1.1M-$282.9K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED59,69653,815+5,881+11%$1.0M$1.1M+$38.9K2026-10-30
Independent Financial Group, LLC
DECREASED49,62764,378-14,751-23%$1.2M$896.3K-$346.9K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED40,07645,098-5,022-11%$871.0K$724.0K-$147.0K2026-11-02
Nations Financial Group Inc,
INCREASED36,48035,155+1,325+4%$678.8K$658.8K-$20.0K2026-11-05
Stenger Family Office, LLC
INCREASED26,48525,919+566+2%$500.5K$477.3K-$23.2K2026-10-22
Quad-Cities Investment Group, LLC
UNCHANGED24,02324,02300%$463.9K$433.9K-$30.0K2026-10-16
Southern Financial Group, LLC
DECREASED21,55837,695-16,137-43%$727.9K$389.3K-$338.6K2026-10-30
Private Client Services, LLC
UNCHANGED17,71317,71300%$342.0K$319.9K-$22.1K2026-10-02
Koshinski Asset Management, Inc.
NEW14,510—+14,510——$262.1K—2026-10-29
StoneX Group Inc.
NEW13,942—+13,942——$252.0K—2026-11-03
Integrity Alliance, Llc.
NEW12,627—+12,627——$228.0K—2026-10-29
Brookstone Capital Management
DECREASED11,59444,605-33,011-74%$861.3K$209.4K-$651.9K2026-10-22
Ferguson Shapiro LLC
INCREASED10,53910,304+235+2%$199.0K$190.3K-$8.6K2026-10-16
SBI Securities Co., Ltd.
INCREASED136135+1+1%$2.6K$2.5K-$1512026-10-22
Sulzberger Capital Advisors, Inc.
CLOSED0154,057-154,057-100%$3.0M$0-$3.0M2026-10-20
Winebrenner Capital Management LLC
CLOSED045,842-45,842-100%$885.2K$0-$885.2K2026-10-07
Apollon Wealth Management, LLC
CLOSED020,940-20,940-100%$404.4K$0-$404.4K2026-10-23
Kestra Advisory Services, LLC
CLOSED011,865-11,865-100%$229.1K$0-$229.1K2026-11-02
Guardian Wealth Advisors, LLC / NC
N/A—2,020,581-2,020,581-100%$39.0M———
Aptus Capital Advisors, LLC
N/A—2,020,581-2,020,581-100%$39.0M———
Janney Montgomery Scott LLC
N/A—593,882-593,882-100%$11.5M———
Cetera Investment Advisers
N/A—539,857-539,857-100%$10.4M———
LPL Financial LLC
N/A—489,218-489,218-100%$9.4M———
Steward Partners Investment Advisory, LLC
N/A—278,256-278,256-100%$5.4M———
Great Valley Advisor Group, Inc.
N/A—253,569-253,569-100%$4.9M———
Envestnet Asset Management Inc
N/A—221,998-221,998-100%$4.3M———
SageGuard Financial Group, LLC
N/A—208,695-208,695-100%$4.0M———
Delta Investment Management, LLC
N/A—208,414-208,414-100%$4.0M———
NewEdge Advisors, LLC
N/A—170,330-170,330-100%$3.3M———
Jane Street Group, LLC
N/A—153,259-153,259-100%$3.0M———
Advisory Services Network, LLC
N/A—95,697-95,697-100%$1.8M———
HighTower Advisors, LLC
N/A—76,970-76,970-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—58,433-58,433-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—53,181-53,181-100%$1.0M———
Capital Analysts, LLC
N/A—46,824-46,824-100%$905.0K———
PSI Advisors, LLC
N/A—39,072-39,072-100%$754.5K———
Valmark Advisers, Inc.
N/A—38,340-38,340-100%$740.3K———
American Financial Advisors, LLC
N/A—35,533-35,533-100%$686.1K———
Forefront Wealth Partners, LLC
N/A—33,060-33,060-100%$638.4K———
CreativeOne Wealth, LLC
N/A—30,030-30,030-100%$579.9K———
Integrated Wealth Concepts LLC
N/A—27,223-27,223-100%$525.7K———
Old Mission Capital LLC
N/A—26,359-26,359-100%$509.0K———
1776 Wealth LLC
N/A—22,382-22,382-100%$432.2K———
Maridea Wealth Management LLC
N/A—21,275-21,275-100%$410.8K———
Harbour Investments, Inc.
N/A—20,995-20,995-100%$405.4K———
Ameritas Advisory Services, LLC
N/A—15,937-15,937-100%$307.7K———
Kovack Advisors, Inc.
N/A—14,525-14,525-100%$278.4K———
Gladstone Institutional Advisory LLC
N/A—14,188-14,188-100%$274.0K———
Centaurus Financial, Inc.
N/A—14,065-14,065-100%$272.0K———
WCG Wealth Advisors LLC
N/A—10,683-10,683-100%$206.3K———
Lakeridge Wealth Management LLC
N/A—10,177-10,177-100%$196.5K———
Arax Advisory Partners
N/A—2,362-2,362-100%$45.6K———
Northwestern Mutual Wealth Management Co
N/A—37-37-100%$714———
Wells Fargo & Company
N/A—00—$2———
Showing 67 of 67 institutions