First Trust Advisors
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First Trust Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

First Trust Advisors’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79M Sell
24,040
-11,622
-33% -$2.04M ﹤0.01% 1612
2026
Q1 		$5.29M Buy
35,662
+19,738
+124% +$3.23M ﹤0.01% 1401
2025
Q4 		$2.8M Sell
15,924
-6,902
-30% -$1.16M ﹤0.01% 1726
2025
Q3 		$3.83M Buy
22,826
+18
+0.1% +$3.37K ﹤0.01% 1511
2025
Q2 		$4.43M Buy
22,808
+4,284
+23% +$786K ﹤0.01% 1410
2025
Q1 		$3.47M Buy
18,524
+5,472
+42% +$1.07M ﹤0.01% 1512
2024
Q4 		$2.57M Sell
13,052
-2,955
-18% -$586K ﹤0.01% 1700
2024
Q3 		$3M Sell
16,007
-3,612
-18% -$690K ﹤0.01% 1585
2024
Q2 		$3.55M Sell
19,619
-5,119
-21% -$924K ﹤0.01% 1440
2024
Q1 		$4.87M Sell
24,738
-1,965
-7% -$366K ﹤0.01% 1304
2023
Q4 		$5.11M Sell
26,703
-506
-2% -$82.3K 0.01% 1249
2023
Q3 		$4.2M Buy
27,209
+713
+3% +$115K 0.01% 1310
2023
Q2 		$3.81M Buy
+26,496
New +$3.63M ﹤0.01% 1365
2022
Q3 		– Sell
-13,824
Closed -$1.35M – 2462
2022
Q2 		$1.35M Sell
13,824
-355
-3% -$36.5K ﹤0.01% 1870
2022
Q1 		$1.54M Sell
14,179
-826
-6% -$101K ﹤0.01% 1876
2021
Q4 		$1.86M Buy
15,005
+1,881
+14% +$231K ﹤0.01% 1816
2021
Q3 		$1.42M Buy
+13,124
New +$1.3M ﹤0.01% 1904
2018
Q3 		– Sell
-10,441
Closed -$934K – 2422
2018
Q2 		$934K Buy
10,441
+1,629
+18% +$146K ﹤0.01% 1966
2018
Q1 		$767K Buy
8,812
+571
+7% +$46.3K ﹤0.01% 1890
2017
Q4 		$645K Buy
8,241
+992
+14% +$73.6K ﹤0.01% 2010
2017
Q3 		$527K Sell
7,249
-56
-0.8% -$3.78K ﹤0.01% 2065
2017
Q2 		$473K Sell
7,305
-63
-0.9% -$3.81K ﹤0.01% 2080
2017
Q1 		$424K Sell
7,368
-2,669
-27% -$154K ﹤0.01% 2130
2016
Q4 		$575K Buy
+10,037
New +$489K ﹤0.01% 2066
2013
Q3 		– Sell
-13,569
Closed -$392K – 2236
2013
Q2 		$392K Buy
+13,569
New +$412K ﹤0.01% 1925

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors's AGM Position: Q2 2026 in Review

First Trust Advisors reduced its Federal Agricultural Mortgage (AGM) stake by 33% in Q2 2026, selling an estimated $2.04M and leaving 24,040 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

First Trust Advisors first reported a position in AGM in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.29M in Q1 2026. 255 funds tracked by Wall St. Rank hold AGM as of Q2 2026.

  • First Trust Advisors held 24,040 shares of Federal Agricultural Mortgage worth $4.79M as of Q2 2026.
  • First Trust Advisors sold 11,622 Federal Agricultural Mortgage shares in Q2 2026, an estimated $2.04M.
  • Federal Agricultural Mortgage made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1612 holding.
  • First Trust Advisors first reported a position in Federal Agricultural Mortgage in Q2 2013 and has held it in 25 quarters since.
  • First Trust Advisors's Federal Agricultural Mortgage position peaked at $5.29M in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.