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Newbridge Financial Services Group’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-88
Closed -$1.41K – 1184
2025
Q3 		$1.41K Hold
88
– – ﹤0.01% 1160
2025
Q2 		$1.35K Hold
88
– – ﹤0.01% 1169
2025
Q1 		$1.23K Hold
88
– – ﹤0.01% 933
2024
Q4 		$1.18K Sell
88
-1,000
-92% -$14.1K ﹤0.01% 1007
2024
Q3 		$15.9K Sell
1,088
-117
-10% -$1.68K 0.01% 385
2024
Q2 		$17.2K Hold
1,205
– – 0.01% 603
2024
Q1 		$16.8K Hold
1,205
– – 0.01% 640
2023
Q4 		$16K Buy
+1,205
New +$15.6K 0.01% 635

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Newbridge Financial Services Group's AGQI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of First Trust Active Global Quality Income ETF (AGQI) in Q4 2025, closing a stake of 88 shares — an estimated $1.41K sold.

Newbridge Financial Services Group first reported a position in AGQI in Q4 2023 and held it in 8 quarters. The position peaked at $17.2K in Q2 2024. 25 funds tracked by Wall St. Rank hold AGQI as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining First Trust Active Global Quality Income ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 88 First Trust Active Global Quality Income ETF shares in Q4 2025, an estimated $1.41K.
  • Newbridge Financial Services Group first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and held it in 8 quarters.
  • Newbridge Financial Services Group's First Trust Active Global Quality Income ETF position peaked at $17.2K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.