Prospera Financial Services
AGQI icon

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
Q3 		– Sell
-55,929
Closed -$1.01M – 1516
2026
Q2 		$1.01M Buy
55,929
+124
+0.2% +$2.21K 0.01% 761
2026
Q1 		$951K Sell
55,805
-553
-1% -$9.6K 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 $722M AUM 7.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Prospera Financial Services's AGQI Position: Q3 2026 in Review

Prospera Financial Services sold out of First Trust Active Global Quality Income ETF (AGQI) in Q3 2026, closing a stake of 55,929 shares — an estimated $1.01M sold.

Prospera Financial Services first reported a position in AGQI in Q3 2025 and held it in 4 quarters. The position peaked at $1.01M in Q2 2026. 8 funds tracked by Wall St. Rank hold AGQI as of Q3 2026.

  • Prospera Financial Services reported no remaining First Trust Active Global Quality Income ETF position as of Q3 2026 after selling out during the quarter.
  • Prospera Financial Services sold 55,929 First Trust Active Global Quality Income ETF shares in Q3 2026, an estimated $1.01M.
  • Prospera Financial Services first reported a position in First Trust Active Global Quality Income ETF in Q3 2025 and held it in 4 quarters.
  • Prospera Financial Services's First Trust Active Global Quality Income ETF position peaked at $1.01M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.