LPL Financial
AGQI icon

LPL Financial’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

LPL Financial’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 		$834K Buy
46,071
+326
+0.7% +$5.81K ﹤0.01% 4568
2026
Q1 		$779K Sell
45,745
-1,350
-3% -$23.5K ﹤0.01% 4386
2025
Q4 		$777K Buy
47,095
+26
+0.1% +$422 ﹤0.01% 4323
2025
Q3 		$754K Sell
47,069
-538
-1% -$8.45K ﹤0.01% 4276
2025
Q2 		$732K Sell
47,607
-2,925
-6% -$42.3K ﹤0.01% 4035
2025
Q1 		$705K Buy
50,532
+5,454
+12% +$76.4K ﹤0.01% 3843
2024
Q4 		$604K Sell
45,078
-2,851
-6% -$40.2K ﹤0.01% 3926
2024
Q3 		$701K Sell
47,929
-3,205
-6% -$46.1K ﹤0.01% 3723
2024
Q2 		$729K Sell
51,134
-7,126
-12% -$100K ﹤0.01% 3537
2024
Q1 		$811K Sell
58,260
-53,519
-48% -$724K ﹤0.01% 3368
2023
Q4 		$1.48M Buy
+111,779
New +$1.45M ﹤0.01% 2685

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
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
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

LPL Financial's AGQI Position: Q2 2026 in Review

LPL Financial increased its First Trust Active Global Quality Income ETF (AGQI) stake by 0.71% in Q2 2026, buying an estimated $5.81K and bringing the position to 46,071 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #4568.

LPL Financial first reported a position in AGQI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q4 2023. 11 funds tracked by Wall St. Rank hold AGQI as of Q2 2026.

  • LPL Financial held 46,071 shares of First Trust Active Global Quality Income ETF worth $834K as of Q2 2026.
  • LPL Financial bought 326 First Trust Active Global Quality Income ETF shares in Q2 2026, an estimated $5.81K.
  • First Trust Active Global Quality Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4568 holding.
  • LPL Financial first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's First Trust Active Global Quality Income ETF position peaked at $1.48M in Q4 2023.
  • 11 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.