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

BKM 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
2024
Q1 		– Sell
-10,620
Closed -$141K – 200
2023
Q4 		$141K Buy
+10,620
New +$137K 0.06% 179

Other funds holding AGQI

AW
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BKM Wealth Management's AGQI Position: Q1 2024 in Review

BKM Wealth Management sold out of First Trust Active Global Quality Income ETF (AGQI) in Q1 2024, closing a stake of 10,620 shares — an estimated $141K sold.

BKM Wealth Management first reported a position in AGQI in Q4 2023 and held it in 1 quarter. The position peaked at $141K in Q4 2023. 27 funds tracked by Wall St. Rank hold AGQI as of Q1 2024.

  • BKM Wealth Management reported no remaining First Trust Active Global Quality Income ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 10,620 First Trust Active Global Quality Income ETF shares in Q1 2024, an estimated $141K.
  • BKM Wealth Management first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's First Trust Active Global Quality Income ETF position peaked at $141K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.