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Global Retirement Partners’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

Global Retirement Partners’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 		$600K Buy
+33,154
New +$591K 0.01% 954
2025
Q4 		$547K Buy
+33,154
New +$538K 0.01% 919

Other funds holding AGQI

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
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
DT
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Global Retirement Partners's AGQI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Active Global Quality Income ETF (AGQI) in Q2 2026: 33,154 shares worth $600K. The stake represents 0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGQI as recently as Q4 2025.

Global Retirement Partners first reported a position in AGQI in Q4 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold AGQI as of Q2 2026.

  • Global Retirement Partners held 33,154 shares of First Trust Active Global Quality Income ETF worth $600K as of Q2 2026.
  • First Trust Active Global Quality Income ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Active Global Quality Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #954 holding.
  • Global Retirement Partners first reported a position in First Trust Active Global Quality Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.