UBS Group
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UBS Group’s First Trust Active Global Quality Income ETF AGQI Stock Holding History

UBS 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
2026
Q2 		$88.2K Sell
4,868
-506
-9% -$9.02K ﹤0.01% 7258
2026
Q1 		$91.5K Sell
5,374
-357
-6% -$6.21K ﹤0.01% 7045
2025
Q4 		$94.5K Sell
5,731
-29,954
-84% -$486K ﹤0.01% 6940
2025
Q3 		$571K Buy
35,685
+3,879
+12% +$60.9K ﹤0.01% 5992
2025
Q2 		$489K Buy
31,806
+6,069
+24% +$87.7K ﹤0.01% 6027
2025
Q1 		$359K Buy
25,737
+4,184
+19% +$58.6K ﹤0.01% 6108
2024
Q4 		$289K Buy
21,553
+10,745
+99% +$151K ﹤0.01% 6221
2024
Q3 		$158K Buy
10,808
+6,344
+142% +$91.2K ﹤0.01% 6041
2024
Q2 		$63.7K Sell
4,464
-41,924
-90% -$591K ﹤0.01% 6497
2024
Q1 		$646K Buy
46,388
+2,353
+5% +$31.8K ﹤0.01% 4990
2023
Q4 		$584K Buy
+44,035
New +$569K ﹤0.01% 4981

Other funds holding AGQI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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 $369B AUM 28.27% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

UBS Group's AGQI Position: Q2 2026 in Review

UBS Group reduced its First Trust Active Global Quality Income ETF (AGQI) stake by 9.4% in Q2 2026, selling an estimated $9.02K and leaving 4,868 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7258.

UBS Group first reported a position in AGQI in Q4 2023 and has held it in 11 quarters since. The position peaked at $646K in Q1 2024. 26 funds tracked by Wall St. Rank hold AGQI as of Q2 2026.

  • UBS Group held 4,868 shares of First Trust Active Global Quality Income ETF worth $88.2K as of Q2 2026.
  • UBS Group sold 506 First Trust Active Global Quality Income ETF shares in Q2 2026, an estimated $9.02K.
  • First Trust Active Global Quality Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7258 holding.
  • UBS Group first reported a position in First Trust Active Global Quality Income ETF in Q4 2023 and has held it in 11 quarters since.
  • UBS Group's First Trust Active Global Quality Income ETF position peaked at $646K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held First Trust Active Global Quality Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.