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Legacy Wealth Management (Idaho)’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-54
Closed -$920 – 218
2026
Q1 		$920 Buy
+54
New +$940 ﹤0.01% 885

Other funds holding AGQI

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Morgan Stanley New York $1.89T AUM 35.08% 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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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 $369B AUM 28.27% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Legacy Wealth Management (Idaho)'s AGQI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of First Trust Active Global Quality Income ETF (AGQI) in Q2 2026, closing a stake of 54 shares — an estimated $920 sold.

Legacy Wealth Management (Idaho) first reported a position in AGQI in Q1 2026 and held it in 1 quarter. The position peaked at $920 in Q1 2026. 26 funds tracked by Wall St. Rank hold AGQI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining First Trust Active Global Quality Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 54 First Trust Active Global Quality Income ETF shares in Q2 2026, an estimated $920.
  • Legacy Wealth Management (Idaho) first reported a position in First Trust Active Global Quality Income ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s First Trust Active Global Quality Income ETF position peaked at $920 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.