FT Vest 20 YR TSY & TargLTTIETF

13F holders, Q2 2025 (June 30)
7holders +1
2new positions
1sold out
$19.77avg. 13F price*

At the end of Q2 2025, 7 institutions reported holding FT Vest 20 YR TSY & Targ Inc. (LTTI) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Avantax Advisory Services, Inc. ($4.1M), Nations Financial Group Inc, /Ia/ ($760K) and Capital Investment Advisory Services, LLC ($310K).

Company
FT Vest 20 YR TSY & Targ Inc.
Filed as
FIRST TR EXCHANGE-TRADED FD (Q2 2025)
CUSIP
33738D721
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2025: 6Q1 2025Q2 2025: 7Q2 2025Q3 2025: 9Q3 2025Q4 2025: 12Q4 2025Q1 2026: 16Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$316K
Exits1$889K

All 13F filers, Q1 2025 → Q2 2025: 55,451 shares bought and 81,042 shares sold, net −25,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Avantax Advisory Services, Inc. 0.02% Reduce -0.0% 205,162 $4.1M
Nations Financial Group Inc, /Ia/ 0.05% Add +189.0% 38,435 $760K
Capital Investment Advisory Services, LLC 0.03% Add +482.7% 15,680 $310K
Commonwealth Equity Services, LLC 0.00% New 13,089 $259K
Jane Street Group, LLC 0.00% Reduce -77.7% 10,887 $215K
Lanark Financial, Inc. 0.00% New 2,900 $57K
UBS Group AG 0.00% Add +1216.4% 1,448 $29K

"% of holder's portfolio" is LTTI's weight in each manager's 13F, not the share of FT Vest 20 YR TSY & Targ Inc. the manager owns.