
First Trust Active Global Quality Income is an exchange-traded fund on ARCA. As of Q3 2025, 25 institutional investors hold shares in this ETF, with total holdings valued at $13.5M. MORGAN STANLEY is the largest holder with a position valued at $3.2M.
Overview of institutional ownership in AGQI as of Q3 2025
Institutions with the largest positions in AGQI as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $3.2M 0.00% of portfolio |
A Atlas Wealth LLC Institution | $2.6M 1.11% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $816.9K 0.00% of portfolio |
Prospera Financial Services RIA/Wealth | $782.8K 0.01% of portfolio |
L LPL Financial LLC Institution | $753.5K 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $718.4K 0.00% of portfolio |
C Centric Wealth Management RIA/Wealth | $597.9K 0.14% of portfolio |
1776 Wealth LLC RIA/Wealth | $583.9K 0.23% of portfolio |
UBS Group AG Institution | $571.3K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $545.7K 0.00% of portfolio |
Institutional buying and selling activity for AGQI in Q3 2025
| Institution | Net Bought |
|---|---|
Prospera Financial Services RIA/Wealth | +$782.8K +48.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$209.7K +13.1K shares |
V Virtu Financial LLC Institution | +$169.6K +10.6K shares |
J JANE STREET GROUP, LLC Institution | +$67.0K +4.2K shares |
UBS Group AG Institution | +$62.1K +3.9K shares |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | +$47.1K +2.9K shares |
C COMERICA BANK Institution | +$16.0K +1.0K shares |
WELLS FARGO & COMPANY/MN Institution | +$12.1K +757.0 shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$10.5K +659.0 shares |
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$511.5K −33.3K shares |
1776 Wealth LLC RIA/Wealth | −$200.7K −12.5K shares |
F FLOW TRADERS U.S. LLC Institution | −$173.0K −10.8K shares |
A Advisor Group Holdings, Inc. Institution | −$37.1K −2.4K shares |
A Atlas Wealth LLC Institution | −$32.4K −2.0K shares |
MORGAN STANLEY RIA/Wealth | −$28.1K −1.8K shares |
−$11.4K −709.0 shares | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$11.2K −702.0 shares |
L LPL Financial LLC Institution | −$8.6K −538.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$6.8K −445.0 shares |
Institutions that initiated new positions or completely exited AGQI in Q3 2025
| Institution | Position Value |
|---|---|
Prospera Financial Services RIA/Wealth | $782.8K 48.9K shares |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $47.1K 2.9K shares |
C COMERICA BANK Institution | $16.0K 1.0K shares |
| Institution | Previous Position |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $511.5K 33.3K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $6.8K 445.0 shares |
Institutions with the largest Call and Put options positions in AGQI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with AGQI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A Atlas Wealth LLC Institution | 1.11% $2.6M |
1776 Wealth LLC RIA/Wealth | 0.23% $583.9K |
C Centric Wealth Management RIA/Wealth | 0.14% $597.9K |
Prospera Financial Services RIA/Wealth | 0.01% $782.8K |
Diversified Trust Co RIA/Wealth | 0.01% $424.2K |
V Virtu Financial LLC Institution | 0.01% $169.6K |
F FLOW TRADERS U.S. LLC Institution | 0.01% $164.3K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $718.4K |
A Advisor Group Holdings, Inc. Institution | 0.00% $545.7K |
NBC SECURITIES, INC. RIA/Wealth | 0.00% $8.0K |
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