Delta Investment Management LLC Invests $3.06 Million in FT Vest Investment Grade & Target Income ETF $LQTI

Delta Investment Management LLC acquired a new stake in FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 152,155 shares of the company’s stock, valued at approximately $3,061,000. Delta Investment Management LLC owned approximately 1.28% of FT Vest Investment Grade & Target Income ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Ferguson Shapiro LLC bought a new stake in shares of FT Vest Investment Grade & Target Income ETF in the third quarter worth about $210,000. TFB Advisors LLC increased its position in FT Vest Investment Grade & Target Income ETF by 4.7% during the third quarter. TFB Advisors LLC now owns 12,585 shares of the company’s stock worth $257,000 after buying an additional 567 shares during the last quarter. Envestnet Asset Management Inc. acquired a new stake in FT Vest Investment Grade & Target Income ETF during the 3rd quarter valued at $336,000. L.M. Kohn & Company boosted its stake in FT Vest Investment Grade & Target Income ETF by 17.5% in the 3rd quarter. L.M. Kohn & Company now owns 16,800 shares of the company’s stock valued at $343,000 after purchasing an additional 2,500 shares during the period. Finally, Nations Financial Group Inc. IA ADV acquired a new stake in shares of FT Vest Investment Grade & Target Income ETF in the third quarter valued at approximately $347,000.

FT Vest Investment Grade & Target Income ETF Stock Up 0.1%

LQTI stock traded up $0.01 during midday trading on Thursday, reaching $19.48. The company had a trading volume of 6,427 shares, compared to its average volume of 89,698. The stock has a 50 day moving average price of $19.67 and a 200-day moving average price of $19.97. FT Vest Investment Grade & Target Income ETF has a 1-year low of $19.28 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.