Who owns AGQI?
First Trust Active Global Quality Income ETF · First Trust
26 institutions reported holding AGQI, worth $13.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGQI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $3.3M | 180,862 | −4,981 shares |
| Atlas Wealth LLC | Cincinnati, OH | $2.5M | 137,228 | −7,233 shares |
| Prospera Financial Services Inc | Dallas, TX | $1.0M | 55,929 | +124 shares |
| Flow Traders U.S. LLC | New York, NY | $853K | 47,104 | New position |
| LPL Financial LLC | Fort Mill, SC | $834K | 46,071 | +326 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $707K | 39,017 | −6,202 shares |
| Virtu Financial LLC | New York, NY | $695K | 38,366 | +6,075 shares |
| Jane Street Group, LLC | New York, NY | $692K | 38,216 | +9,720 shares |
| 1776 Wealth LLC | Atlanta, GA | $611K | 33,773 | No change |
| Global Retirement Partners, LLC | San Rafael, CA | $600K | 33,154 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGQI?
26 institutional managers reported holding AGQI in Form 13F filings for June 30, 2026, worth $13.6M in total. The largest reported position was held by Morgan Stanley, at $3.3M.
Did institutions buy or sell AGQI last quarter?
Reported 13F value rose 14.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGQI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.