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AGQI · First Trust Active Global Quality Income ETF ETF

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$18.86 +0.00 (+0.01%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 25
Total Value: $11,895,597
Total Shares: 698,345

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 25 13F filers · Δ vs Dec 31, 2025
Top Holder
26.6%
Dec 2023 → Mar 2026 · range 20.0% – 27.5%
+1.7 pts
Top 5
68.3%
Dec 2023 → Mar 2026 · range 55.2% – 70.5%
+6.9 pts
Top 10
90.4%
Dec 2023 → Mar 2026 · range 79.1% – 90.4%
+9.1 pts
HHI
1,397
Dec 2023 → Mar 2026 · range 870 – 1,520
Broadly held+225

Quarterly Activity

vs Dec 31, 2025
New
5
Increased
2
Decreased
10
Sold Out
5
Unchanged
8
Holder count: 0
Institutional value: -10.7%
Shares held: -13.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
JANE STREET GROUP, LLC +8,899 28,496
Virtu Financial LLC +5,571 32,291

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
MORGAN STANLEY −15,015 185,843
Centric Wealth Management −13,755 17,722
WELLS FARGO & COMPANY/MN −12,190 1,823
ROYAL BANK OF CANADA −4,325 8,895
RAYMOND JAMES FINANCIAL INC −1,899 45,219

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Intentional Wealth Strategies, LLC 2,945 $50,165
HARBOUR INVESTMENTS, INC. 1,500 $25,551
FIFTH THIRD BANCORP 1,001 $17,051
Aptus Capital Advisors, LLC 326 $5,553
Legacy Wealth Managment, LLC/ID 54 $919

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Global Retirement Partners, LLC 33,154 $546,974
FLOW TRADERS U.S. LLC 17,163 $283,155
SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,562 $273,239
Cambridge Investment Research Advisors, Inc. 10,026 $165,408
COMERICA BANK 1,001 $16,514
Filter: New 5 Increased 2 Reduced 10 Sold out 5 Unchanged 8
Showing 25 of 25
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY AGQI $3,165,649 26.61% 185,843
Atlas Wealth LLC AGQI $2,460,748 20.69% 144,461
Prospera Financial Services Inc AGQI $950,582 7.99% 55,805
LPL Financial LLC AGQI $779,220 6.55% 45,745
RAYMOND JAMES FINANCIAL INC AGQI $770,259 6.48% 45,219
1776 Wealth LLC AGQI $575,289 4.84% 33,773
OSAIC HOLDINGS, INC. AGQI $560,333 4.71% 32,895
Virtu Financial LLC AGQI $550,044 4.62% 32,291
JANE STREET GROUP, LLC AGQI $485,400 4.08% 28,496
Diversified Trust Co AGQI $451,401 3.79% 26,500
Centric Wealth Management AGQI $301,876 2.54% 17,722
STIFEL FINANCIAL CORP AGQI $221,459 1.86% 13,001
ROYAL BANK OF CANADA AGQI $151,517 1.27% 8,895
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC AGQI $108,148 0.91% 6,349
UBS Group AG AGQI $91,540 0.77% 5,374
Intentional Wealth Strategies, LLC AGQI $50,165 0.42% 2,945
O'SHAUGHNESSY ASSET MANAGEMENT, LLC AGQI $50,165 0.42% 2,945
AE Wealth Management LLC AGQI $42,585 0.36% 2,500
Steward Partners Investment Advisory, LLC AGQI $40,574 0.34% 2,382
WELLS FARGO & COMPANY/MN AGQI $31,052 0.26% 1,823
HARBOUR INVESTMENTS, INC. AGQI $25,551 0.21% 1,500
FIFTH THIRD BANCORP AGQI $17,051 0.14% 1,001
NBC SECURITIES, INC. AGQI $8,517 0.07% 500
Aptus Capital Advisors, LLC AGQI $5,553 0.05% 326
Legacy Wealth Managment, LLC/ID AGQI $919 0.01% 54