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First Trust Active Global Quality Income ETF

32 hedge funds and large institutions have $23.9M invested in First Trust Active Global Quality Income ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.19% more ownership

Funds ownership: 0%26.19% (+26%)

Holders
32
Holders Change
+32
Holders Change %
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$53.6K +$52.2K +4,038 New
PTC
27
Private Trust Company
Ohio
$16.4K +$16K +1,236 New
NFSG
28
Newbridge Financial Services Group
Florida
$16K +$15.6K +1,205 New
SPIA
29
Steward Partners Investment Advisory
New York
$15.4K +$15K +1,162 New
NS
30
NBC Securities
Alabama
$6K +$6.46K +500 New
KLWA
31
Kelly Lawrence W & Associates
California
$4.97K +$4.85K +375 New
HCP
32
Hexagon Capital Partners
Arkansas
$253 +$246 +19 New

AGQI Hedge Fund Activity: Q4 2023 in Review

32 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Global Quality Income ETF (AGQI) for Q4 2023, worth a combined $23.9M.

Buyers outnumbered sellers: 32 funds opened new AGQI positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $7.76M.

  • 32 institutional investors held First Trust Active Global Quality Income ETF (AGQI) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $23.9M of First Trust Active Global Quality Income ETF stock for Q4 2023.
  • 32 funds opened new First Trust Active Global Quality Income ETF positions in Q4 2023 and 0 closed out, a net change of +32 holders.
  • The largest First Trust Active Global Quality Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.76M added.

Based on aggregated 13F filings for Q4 2023.