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Investors Research Corp’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

Investors Research Corp’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
2025
Q2 		– Sell
-272
Closed -$3.8K – 923
2025
Q1 		$3.8K Hold
272
– – ﹤0.01% 803
2024
Q4 		$3.64K Hold
272
– – ﹤0.01% 801
2024
Q3 		$3.98K Hold
272
– – ﹤0.01% 819
2024
Q2 		$3.88K Buy
+272
New +$3.84K ﹤0.01% 867

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Investors Research Corp's AGQI Position: Q2 2025 in Review

Investors Research Corp sold out of First Trust Active Global Quality Income ETF (AGQI) in Q2 2025, closing a stake of 272 shares — an estimated $3.8K sold.

Investors Research Corp first reported a position in AGQI in Q2 2024 and held it in 4 quarters. The position peaked at $3.98K in Q3 2024. 23 funds tracked by Wall St. Rank hold AGQI as of Q2 2025.

  • Investors Research Corp reported no remaining First Trust Active Global Quality Income ETF position as of Q2 2025 after selling out during the quarter.
  • Investors Research Corp sold 272 First Trust Active Global Quality Income ETF shares in Q2 2025, an estimated $3.8K.
  • Investors Research Corp first reported a position in First Trust Active Global Quality Income ETF in Q2 2024 and held it in 4 quarters.
  • Investors Research Corp's First Trust Active Global Quality Income ETF position peaked at $3.98K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.