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LTTI

LTTI 13F Positioning & Ownership Changes

Ft Vest 20 Yr Tsy & Targ INC

-$3.2M

Net Activity

Institutions Holding

16

Popularity Rank

#8739

Avg Weight

0.03%

Total Value

$6.9M

Ownership Trend

16 institutions currently hold LTTI, with 9 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

9

Key Holders

Key Holders

Top 5 by Value

CI
Capital Investment Advisory Services, LLC
$1.3M
NF
Nations Financial Group INC, /ia/ /adv
$1.1M
UW
Uniting Wealth Partners, LLC
$964.1K
BC
Brookstone Capital Management
$773.1K
OI
OneDigital Investment Advisors LLC
$568.4K

Top 5 by Conviction

UW
Uniting Wealth Partners, LLC
0.21%
CI
Capital Investment Advisory Services, LLC
0.09%
NF
Nations Financial Group INC, /ia/ /adv
0.06%
MW
Maridea Wealth Management LLC
0.05%
BC
Brookstone Capital Management
0.01%
View all 16 holding institutions

Across its top 16 institutional holders, LTTI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 35/100).

Quarterly Activity

Recent Activity

+$4.8M

Total Buy Value

$7.4M

Total Sell Value

New buy5
Trim4
Add4
Sold out1

9

Net Buyers

5

Net Sellers

Smart Money Convergence

LTTI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

33738D721

FAQ

Who are the top institutional investors holding FT VEST 20 YR TSY & TARG INC (LTTI)?
Major stakeholders currently include Capital Investment Advisory Services, LLC ($1.3M), Nations Financial Group INC, /ia/ /adv ($1.1M), Uniting Wealth Partners, LLC ($964.1K). Based on the latest 13F filings, there are a total of 16 tracked investment funds and institutions maintaining positions in LTTI.
What is the overall institutional sentiment toward LTTI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.2M, driven by 9 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their LTTI positions?
In the latest period, 4 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $7.4M.
Are there any notable investors adding LTTI to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.8M.

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