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Steward Partners Investment Advisory’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

Steward Partners Investment Advisory’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 		$40.6K Hold
2,382
– – ﹤0.01% 2892
2025
Q4 		$39.3K Hold
2,382
– – ﹤0.01% 2797
2025
Q3 		$38.1K Hold
2,382
– – ﹤0.01% 2747
2025
Q2 		$36.6K Hold
2,382
– – ﹤0.01% 2632
2025
Q1 		$33.3K Hold
2,382
– – ﹤0.01% 2583
2024
Q4 		$31.9K Hold
2,382
– – ﹤0.01% 2562
2024
Q3 		$34.8K Buy
2,382
+600
+34% +$8.63K ﹤0.01% 2412
2024
Q2 		$25.4K Hold
1,782
– – ﹤0.01% 2420
2024
Q1 		$24.8K Buy
1,782
+620
+53% +$8.38K ﹤0.01% 2431
2023
Q4 		$15.4K Buy
+1,162
New +$15K ﹤0.01% 2523

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Steward Partners Investment Advisory's AGQI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its First Trust Active Global Quality Income ETF (AGQI) position steady in Q1 2026 at 2,382 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Steward Partners Investment Advisory first reported a position in AGQI in Q4 2023 and has held it in 10 quarters since. 25 funds tracked by Wall St. Rank hold AGQI as of Q1 2026.

  • Steward Partners Investment Advisory held 2,382 shares of First Trust Active Global Quality Income ETF worth $40.6K as of Q1 2026.
  • Steward Partners Investment Advisory left its First Trust Active Global Quality Income ETF share count unchanged in Q1 2026.
  • First Trust Active Global Quality Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2892 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.