Who Owns First Trust Active Global Quality Income ETF (AGQI)?Hedge Fund & Institutional Holders

$17.10-0.05 (-0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

31

as of Q4 2025

Total Institutional Value

$3.000238355755244e+41T

% of Float Held

QoQ Change in Holders

+6 / -2

Price History

$12.55$14.00$15.45$16.90$18.35Sep 24May 25Mar 26

AGQI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
1776 Wealth LLCNew Position+34K+$557K
Centric Wealth ManagementNew Position+31K+$552K
Diversified Trust CoNew Position+27K+$437K
Virtu Financial LLCIncreased+16K+$271K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+6K+$104K
AE Wealth Management LLCNew Position+3K+$41K
Global Retirement Partners, LLCNew Position+33K+$0
FLOW TRADERS U.S. LLCIncreased+7K+$-164K
OSAIC HOLDINGS, INC.Increased+56+$-545.7M
LPL Financial LLCIncreased+26+$-753.5M
Prospera Financial Services IncIncreased+7K+$-782.8M

AGQI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-2K-$3.2B
Atlas Wealth LLCDecreased-18K-$2.6B
RAYMOND JAMES FINANCIAL INCDecreased-4K-$816.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-28K-$718.4M
UBS Group AGDecreased-30K-$571.2M
WELLS FARGO & COMPANY/MNDecreased-9K-$364.6M
JANE STREET GROUP, LLCDecreased-1K-$334.2M
ROYAL BANK OF CANADADecreased-6K-$308.0M
STIFEL FINANCIAL CORPDecreased-2K-$246.5M
US BANCORP \DE\Closed Position-300-$4.8M
Newbridge Financial Services Group, Inc.Closed Position-88-$1.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY200,856$3.0M0.00%Share
2Atlas Wealth LLC144,461$2.4M0.72%Share
31776 Wealth LLC33,773$557K0.21%Share
4Centric Wealth Management31,477$552K0.12%Share
5Virtu Financial LLC26,720$441K0.02%Share
6Diversified Trust Co26,500$437K0.01%Share
7INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6,349$104K0.01%Share
8UBS Group AG4,889$80K0.00%Share
9AE Wealth Management LLC2,500$41K0.00%Share
10COMERICA BANK1,000$16K0.00%Share
11UBS Group AG842$13K0.00%Share
12NBC SECURITIES, INC.500$8K0.00%Share
13OSAIC HOLDINGS, INC.33,421$00.00%Share
14STIFEL FINANCIAL CORP13,049$00.00%Share
15Prospera Financial Services Inc56,358$00.00%Share
16JANE STREET GROUP, LLC19,597$00.00%Share
17Steward Partners Investment Advisory, LLC2,382$00.00%Share
18ROYAL BANK OF CANADA13,220$00.00%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP16,562$00.00%Share
20WELLS FARGO & COMPANY/MN12,343$00.00%Share
21LPL Financial LLC47,095$00.00%Share
22O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,945$00.00%Share
23Global Retirement Partners, LLC33,154$00.00%Share
24MORGAN STANLEY2$00.00%Share
25Cambridge Investment Research Advisors, Inc.10,026$00.00%Share
26COMERICA BANK1$00.00%Share
27FLOW TRADERS U.S. LLC17,163$00.00%Share
28WELLS FARGO & COMPANY/MN1,670$00.00%Share
29RAYMOND JAMES FINANCIAL INC27,744$00.00%Share
30RAYMOND JAMES FINANCIAL INC19,374$00.00%Share
31OSAIC HOLDINGS, INC.1,250$00.00%Share

AGQI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$7.6M+4
Q3 202521$11.4B+1
Q2 202520$8.0B-4
Q1 202524$12.8B+1
Q4 202423$364.9B+5
Q3 202418$7.7T+0
Q2 202418$7.1T-2
Q1 202420$10.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 31 institutional investors hold AGQI (First Trust Active Global Quality Income ETF). The largest holder is MORGAN STANLEY with $3.0M in shares. This quarter, 6 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AGQI?

As of Q4 2025, 31 institutional investors report holding AGQI (First Trust Active Global Quality Income ETF) in their 13F filings.

Who is the largest institutional holder of AGQI?

The largest institutional holder of AGQI is MORGAN STANLEY with $3.0M in shares.

Is institutional ownership of AGQI increasing or decreasing?

This quarter, 6 institutions opened new positions in AGQI and 2 closed their positions.