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First Trust Active Global Quality Income ETF

22 hedge funds and large institutions have $12.4M invested in First Trust Active Global Quality Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.2% less ownership

Funds ownership: 22.93%22.74% (-0.2%)

8% less funds holding

Funds holding: 2422 (-2)

16% less capital invested

Capital invested by funds: $14.9M → $12.4M (-$2.43M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.09M -$234K -16,624 -7%
AW
2
Atlas Wealth
Ohio
$2.31M -$299K -21,200 -11%
FTUS
3
Flow Traders U.S.
New York
$1.01M +$474K +33,611 +80%
Raymond James Financial
4
Raymond James Financial
Florida
$995K +$1.05M +74,302 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$716K -$335K -23,783 -31%
1W
6
1776 Wealth
Georgia
$707K
LPL Financial
7
LPL Financial
California
$604K -$40.2K -2,851 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$492K +$267K +18,969 +107%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$445K
DT
10
Diversified Trust
Tennessee
$355K
CWM
11
Centric Wealth Management
Illinois
$351K +$95.3K +6,761 +35%
Wells Fargo
12
Wells Fargo
California
$330K -$48.1K -3,416 -12%
UBS Group
13
UBS Group
Switzerland
$289K +$151K +10,745 +99%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$267K +$72.1K +5,116 +34%
Stifel Financial
15
Stifel Financial
Missouri
$206K -$242K -17,156 -53%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$178K -$3.47K -246 -2%
AWM
17
AE Wealth Management
Kansas
$33.5K +$35.2K +2,500 New
SPIA
18
Steward Partners Investment Advisory
New York
$31.9K
US Bancorp
19
US Bancorp
Minnesota
$4.02K -$7.05K -500 -63%
IRC
20
Investors Research Corp
Georgia
$3.64K
NFSG
21
Newbridge Financial Services Group
Florida
$1.18K -$14.1K -1,000 -92%
HCP
22
Hexagon Capital Partners
Arkansas
$254
Jane Street
23
Jane Street
New York
-$1.05M -72,111 Closed
NS
24
NBC Securities
Alabama
-$7K -500 Closed

AGQI Hedge Fund Activity: Q4 2024 in Review

22 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Global Quality Income ETF (AGQI) for Q4 2024, worth a combined $12.4M — down 16% from $14.9M a quarter earlier.

Fund positioning in AGQI was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 9 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $474K. The largest seller was Jane Street, exiting entirely with an estimated $1.05M sold.

  • 22 institutional investors held First Trust Active Global Quality Income ETF (AGQI) as of Q4 2024, down from 24 in Q3 2024.
  • Funds reported $12.4M of First Trust Active Global Quality Income ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 2 funds opened new First Trust Active Global Quality Income ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
  • The largest First Trust Active Global Quality Income ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $474K added.
  • The largest First Trust Active Global Quality Income ETF seller in Q4 2024 was Jane Street, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2024.