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

Stifel 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
Q1 		$221K Sell
13,001
-48
-0.4% -$836 ﹤0.01% 3362
2025
Q4 		$215K Sell
13,049
-2,348
-15% -$38.1K ﹤0.01% 3347
2025
Q3 		$246K Buy
15,397
+659
+4% +$10.3K ﹤0.01% 3240
2025
Q2 		$227K Sell
14,738
-529
-3% -$7.64K ﹤0.01% 3197
2025
Q1 		$213K Sell
15,267
-150
-1% -$2.1K ﹤0.01% 3163
2024
Q4 		$206K Sell
15,417
-17,156
-53% -$242K ﹤0.01% 3153
2024
Q3 		$477K Buy
32,573
+11
+0% +$158 ﹤0.01% 2709
2024
Q2 		$464K Sell
32,562
-2,665
-8% -$37.6K ﹤0.01% 2670
2024
Q1 		$490K Sell
35,227
-826
-2% -$11.2K ﹤0.01% 2621
2023
Q4 		$478K Buy
+36,053
New +$466K ﹤0.01% 2587

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

Stifel Financial's AGQI Position: Q1 2026 in Review

Stifel Financial reduced its First Trust Active Global Quality Income ETF (AGQI) stake by 0.37% in Q1 2026, selling an estimated $836 and leaving 13,001 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Stifel Financial first reported a position in AGQI in Q4 2023 and has held it in 10 quarters since. The position peaked at $490K in Q1 2024. 25 funds tracked by Wall St. Rank hold AGQI as of Q1 2026.

  • Stifel Financial held 13,001 shares of First Trust Active Global Quality Income ETF worth $221K as of Q1 2026.
  • Stifel Financial sold 48 First Trust Active Global Quality Income ETF shares in Q1 2026, an estimated $836.
  • First Trust Active Global Quality Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3362 holding.
  • Stifel Financial first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Stifel Financial's First Trust Active Global Quality Income ETF position peaked at $490K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.