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LQTI FIRST TR EXCHANGE-TRADED FD

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VEST INVESTMENT (fund)

25 managers (25 13F filers) reported a position in LQTI shares at 2025-06-30, 1,939,430 shares in all. 16 filers opened a position and 0 filers sold out during the quarter.

Managers
25
13F filers
25
New
16
Added
3
Reduced
2
Sold out
0
Shares held by filers
1,939,430

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC517,000$10.5M0.01%+506,50313F-HRTimeline
SMART Wealth LLC219,707$4.47M1.4%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…166,635$3.39M1.44%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC139,970$2.84M0.03%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC139,970$2.84M0.2%new13F-HRTimeline
OneDigital Investment Advisors LLC115,980$2.36M0.03%new13F-HRTimeline
American Financial Advisors, LLC92,287$1.88M0.26%-5,99713F-HRTimeline
Independent Wealth Network Inc.89,240$1.81M0.66%new13F-HRTimeline
Advisory Services Network, LLC81,231$1.64M0.03%new13F-HRTimeline
Bullseye Investment Management, LLC75,840$1.56M0.95%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.71,761$1.46M0.01%+5,80513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,374$1.06M0.02%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,079$997K<0.01%new13F-HRTimelineGroup
Insight Advisors, LLC/ PA25,819$525K0.08%new13F-HRTimeline
L.M. KOHN & COMPANY14,300$291K0.08%new13F-HRTimeline
IFP Advisors, Inc12,888$262K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,744$259K<0.01%-5,09013F-HRTimelineGroup
LexAurum Advisors, LLC12,019$244K0.04%new13F-HRTimeline
TFB Advisors LLC12,018$244K0.06%013F-HRTimeline
Capital Investment Advisory Services, L…11,475$233K0.02%+9,52013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,921$222K0.01%new13F-HRTimeline
Sulzberger Capital Advisors, Inc.10,172$207K0.24%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,000$122K<0.01%new13F-HRTimeline
AE Wealth Management LLC0$8<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.