Who Owns AGQI?
First Trust Active Global Quality Income ETF — Institutional Ownership & 13F Holdings
$17.60
+0.01 (+0.08%)
Market Cap
$60.7M
Shares Outstanding
3,149,958
Institutional Holders
23
Total Inst. Value
$13.2M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
5
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $2.9M | 210,344 |
| 2 | Atlas Wealth LLC | $2.3M | 166,218 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 147,840 |
| 4 | RAYMOND JAMES FINANCIAL INC | $840K | 60,186 |
| 5 | LPL Financial LLC | $705K | 50,532 |
| 6 | 1776 Wealth LLC | $697K | 49,920 |
| 7 | OSAIC HOLDINGS, INC. | $505K | 36,185 |
| 8 | Centric Wealth Management | $487K | 34,935 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $464K | 33,260 |
| 10 | JANE STREET GROUP, LLCNew | $380K | 27,230 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +94K | $2.1M |
| LPL Financial LLC | +5K | $705K |
| OSAIC HOLDINGS, INC. | +26K | $505K |
| Centric Wealth Management | +9K | $487K |
| JANE STREET GROUP, LLCNew | +27K | $380K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -21K | $2.9M |
| RAYMOND JAMES FINANCIAL INC | -14K | $840K |
| Atlas Wealth LLC | -6K | $2.3M |
| 1776 Wealth LLC | -3K | $697K |
| WELLS FARGO & COMPANY/MN | -2K | $314K |
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Frequently Asked Questions
How many institutional investors hold AGQI?
As of Q1 2025, 23 institutional investors report holding AGQI (First Trust Active Global Quality Income ETF) in their 13F filings.
Which hedge fund owns the most AGQI?
The largest institutional holder of AGQI is MORGAN STANLEY with $2.9M in shares.
Are institutions buying or selling AGQI?
This quarter, 2 institutions opened new positions in AGQI and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.