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First Trust Active Global Quality Income ETF
AGQI

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 Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.76M
2
OMC
Old Mission Capital
Illinois
+$2.04M
3
Jane Street
Jane Street
New York
+$1.81M
4
FTUS
Flow Traders U.S.
New York
+$1.54M
5
LPL Financial
LPL Financial
California
+$1.45M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.96M +$7.76M +600,216 New
OMC
2
Old Mission Capital
Illinois
$2.1M +$2.04M +158,100 New
Jane Street
3
Jane Street
New York
$1.86M +$1.81M +139,889 New
FTUS
4
Flow Traders U.S.
New York
$1.58M +$1.54M +119,359 New
LPL Financial
5
LPL Financial
California
$1.48M +$1.45M +111,779 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.29M +$1.26M +97,402 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$996K +$971K +75,113 New
1W
8
1776 Wealth
Georgia
$927K +$903K +69,876 New
WP
9
Woodline Partners
California
$890K +$867K +67,083 New
Wells Fargo
10
Wells Fargo
California
$636K +$620K +47,954 New
UBS Group
11
UBS Group
Switzerland
$584K +$569K +44,035 New
Stifel Financial
12
Stifel Financial
Missouri
$478K +$466K +36,053 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$441K +$430K +33,260 New
DT
14
Diversified Trust
Tennessee
$352K +$343K +26,500 New
HF
15
HRT Financial
New York
$297K +$290K +22,433 New
SCM
16
Saba Capital Management
New York
$291K +$283K +21,921 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$280K +$273K +21,095 New
IF
18
Intrua Financial
Texas
$224K +$218K +16,900 New
Osaic Holdings
19
Osaic Holdings
Arizona
$222K +$217K +16,747 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$200K +$195K +15,106 New
VF
21
Virtu Financial
New York
$177K +$173K +13,361 New
BWM
22
BKM Wealth Management
Wisconsin
$141K +$137K +10,620 New
QCIG
23
Quad-Cities Investment Group
Iowa
$137K +$134K +10,329 New
AHL
24
Abel Hall LLC
Louisiana
$133K +$129K +10,000 New
AA
25
AlphaMark Advisors
Kentucky
$105K +$102K +7,892 New
1
2

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.