LQTI institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding61
Shares held12,844,172
Reported value$248.0m
Quarter flows10 new, 34 added, 10 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GUARDIAN WEALTH ADVISORS, LLC / NC2,020,581$39.0m2.2%
Aptus Capital Advisors, LLC2,020,581$39.0m0.3%
COMMONWEALTH EQUITY SERVICES, LLC1,537,625$29.7m0.0%
Rise Advisors, LLC979,814$18.9m5.3%
Janney Montgomery Scott LLC593,882$11.5m0.0%
Cetera Investment Advisers539,857$10.4m0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV501,671$9.7m0.5%
LPL Financial LLC489,218$9.4m0.0%
LexAurum Advisors, LLC318,457$6.1m0.7%
Steward Partners Investment Advisory, LLC278,256$5.4m0.0%
GREAT VALLEY ADVISOR GROUP, INC.253,569$4.9m0.1%
ENVESTNET ASSET MANAGEMENT INC221,998$4.3m0.0%
SageGuard Financial Group, LLC208,695$4.0m0.6%
Delta Investment Management, LLC208,414$4.0m0.7%
Prosperity Financial Group, Inc.203,963$3.9m1.2%
TRUIST FINANCIAL CORP187,756$3.6m0.0%
IFP Advisors, Inc173,194$3.3m0.1%
NewEdge Advisors, LLC170,330$3.3m0.0%
Sulzberger Capital Advisors, Inc.154,057$3.0m2.9%
JANE STREET GROUP, LLC153,259$3.0m0.0%
Insight Advisors, LLC/ PA139,962$2.7m0.5%
Balboa Wealth Partners134,661$2.6m0.4%
Advisory Services Network, LLC95,697$1.8m0.0%
Independent Wealth Network Inc.90,488$1.7m0.4%
Cambridge Investment Research Advisors, Inc.90,196$1.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LQTI"). LQTI price history · All 13F data

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