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 Q1	$920	Buy	+54	New	+$940	﹤0.01%	885

Other funds holding AGQI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Legacy Wealth Management (Idaho)'s AGQI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in First Trust Active Global Quality Income ETF (AGQI) in Q1 2026: 54 shares worth $920. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings.

25 funds tracked by Wall St. Rank hold AGQI as of Q1 2026.

Legacy Wealth Management (Idaho) held 54 shares of First Trust Active Global Quality Income ETF worth $920 as of Q1 2026.
First Trust Active Global Quality Income ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
First Trust Active Global Quality Income ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #885 holding.
25 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.