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

Prospera Financial Services’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 		$1.01M Buy
55,929
+124
+0.2% +$2.21K 0.01% 761
2026
Q1 		$951K Sell
55,805
-553
-1% -$9.63K 0.02% 730
2025
Q4 		$930K Buy
56,358
+7,462
+15% +$121K 0.02% 695
2025
Q3 		$783K Buy
+48,896
New +$768K 0.01% 774

Other funds holding AGQI

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Prospera Financial Services's AGQI Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust Active Global Quality Income ETF (AGQI) stake by 0.22% in Q2 2026, buying an estimated $2.21K and bringing the position to 55,929 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #761.

Prospera Financial Services first reported a position in AGQI in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold AGQI as of Q2 2026.

  • Prospera Financial Services held 55,929 shares of First Trust Active Global Quality Income ETF worth $1.01M as of Q2 2026.
  • Prospera Financial Services bought 124 First Trust Active Global Quality Income ETF shares in Q2 2026, an estimated $2.21K.
  • First Trust Active Global Quality Income ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #761 holding.
  • Prospera Financial Services first reported a position in First Trust Active Global Quality Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.