Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-10,026
Closed -$165K – 3926
2025
Q4 		$165K Hold
10,026
– – ﹤0.01% 3617
2025
Q3 		$161K Sell
10,026
-709
-7% -$11.1K ﹤0.01% 3534
2025
Q2 		$165K Sell
10,735
-471
-4% -$6.81K ﹤0.01% 3388
2025
Q1 		$156K Sell
11,206
-2,093
-16% -$29.3K ﹤0.01% 3266
2024
Q4 		$178K Sell
13,299
-246
-2% -$3.47K ﹤0.01% 3221
2024
Q3 		$198K Sell
13,545
-1,561
-10% -$22.4K ﹤0.01% 3158
2024
Q2 		$215K Hold
15,106
– – ﹤0.01% 2969
2024
Q1 		$210K Hold
15,106
– – ﹤0.01% 2986
2023
Q4 		$200K Buy
+15,106
New +$195K ﹤0.01% 2904

Other funds holding AGQI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Cambridge Investment Research Advisors's AGQI Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of First Trust Active Global Quality Income ETF (AGQI) in Q1 2026, closing a stake of 10,026 shares — an estimated $165K sold.

Cambridge Investment Research Advisors first reported a position in AGQI in Q4 2023 and held it in 9 quarters. The position peaked at $215K in Q2 2024. 25 funds tracked by Wall St. Rank hold AGQI as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining First Trust Active Global Quality Income ETF position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,026 First Trust Active Global Quality Income ETF shares in Q1 2026, an estimated $165K.
  • Cambridge Investment Research Advisors first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's First Trust Active Global Quality Income ETF position peaked at $215K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.