Jeff Yass’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

Jeff Yass’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	-16,562	Closed	-$273K	–	13091
2025 Q4	$273K	Sell	16,562 -28,310	-63%	-$460K	﹤0.01%	10164
2025 Q3	$718K	Buy	44,872 +13,099	+41%	+$206K	﹤0.01%	8134
2025 Q2	$489K	Sell	31,773 -116,067	-79%	-$1.68M	﹤0.01%	9222
2025 Q1	$2.06M	Buy	147,840 +94,401	+177%	+$1.32M	﹤0.01%	5467
2024 Q4	$716K	Sell	53,439 -23,783	-31%	-$335K	﹤0.01%	7770
2024 Q3	$1.13M	Buy	+77,222	New	+$1.11M	﹤0.01%	6504
2024 Q2	–	Sell	-97,281	Closed	-$1.35M	–	11942
2024 Q1	$1.35M	Buy	97,281 +22,168	+30%	+$300K	﹤0.01%	6220
2023 Q4	$996K	Buy	+75,113	New	+$971K	﹤0.01%	7007

Other funds holding AGQI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Jeff Yass's AGQI Position: Q1 2026 in Review

Jeff Yass sold out of First Trust Active Global Quality Income ETF (AGQI) in Q1 2026, closing a stake of 16,562 shares — an estimated $273K sold.

Jeff Yass first reported a position in AGQI in Q4 2023 and held it in 8 quarters. The position peaked at $2.06M in Q1 2025. 25 funds tracked by Wall St. Rank hold AGQI as of Q1 2026.

Jeff Yass reported no remaining First Trust Active Global Quality Income ETF position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 16,562 First Trust Active Global Quality Income ETF shares in Q1 2026, an estimated $273K.
Jeff Yass first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and held it in 8 quarters.
Jeff Yass's First Trust Active Global Quality Income ETF position peaked at $2.06M in Q1 2025.
25 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.