AE Wealth Management’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

AE Wealth Management’s Portfolio AGQI Stock Details AGQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.3K	Hold	2,500	–	–	﹤0.01%	2117
2026 Q1	$42.6K	Hold	2,500	–	–	﹤0.01%	2002
2025 Q4	$41.2K	Hold	2,500	–	–	﹤0.01%	1890
2025 Q3	$40K	Hold	2,500	–	–	﹤0.01%	1762
2025 Q2	$38.5K	Hold	2,500	–	–	﹤0.01%	1650
2025 Q1	$34.9K	Hold	2,500	–	–	﹤0.01%	1636
2024 Q4	$33.5K	Buy	+2,500	New	+$35.2K	﹤0.01%	1629

Other funds holding AGQI

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

AE Wealth Management's AGQI Position: Q2 2026 in Review

AE Wealth Management held its First Trust Active Global Quality Income ETF (AGQI) position steady in Q2 2026 at 2,500 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

AE Wealth Management first reported a position in AGQI in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold AGQI as of Q2 2026.

AE Wealth Management held 2,500 shares of First Trust Active Global Quality Income ETF worth $45.3K as of Q2 2026.
AE Wealth Management left its First Trust Active Global Quality Income ETF share count unchanged in Q2 2026.
First Trust Active Global Quality Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2117 holding.
AE Wealth Management first reported a position in First Trust Active Global Quality Income ETF in Q4 2024 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.