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First Trust Active Global Quality Income ETF

25 hedge funds and large institutions have $13.5M invested in First Trust Active Global Quality Income ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more funds holding

Funds holding: 2325 (+2)

7% more capital invested

Capital invested by funds: $12.7M → $13.5M (+$837K)

0.89% more ownership

Funds ownership: 22.73%23.62% (+0.89%)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
10
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
$3.25M -$27.6K -1,757 -0.9%
AW
2
Atlas Wealth
Ohio
$2.6M -$31.7K -2,021 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$817K -$11K -702 -1%
PFS
4
Prospera Financial Services
Texas
$783K +$768K +48,896 New
LPL Financial
5
LPL Financial
California
$754K -$8.45K -538 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$718K +$206K +13,099 +41%
CWM
7
Centric Wealth Management
Illinois
$598K -$502 -32 -0.1%
1W
8
1776 Wealth
Georgia
$584K -$197K -12,535 -26%
UBS Group
9
UBS Group
Switzerland
$571K +$60.9K +3,879 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$546K -$36.9K -2,351 -6%
DT
11
Diversified Trust
Tennessee
$424K
Wells Fargo
12
Wells Fargo
California
$365K +$11.9K +757 +3%
Jane Street
13
Jane Street
New York
$334K +$65.7K +4,187 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$308K -$3.94K -251 -1%
Stifel Financial
15
Stifel Financial
Missouri
$246K +$10.3K +659 +4%
VF
16
Virtu Financial
New York
$170K +$166K +10,596 New
FTUS
17
Flow Traders U.S.
New York
$164K -$170K -10,809 -51%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$161K -$11.1K -709 -7%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$47.1K +$46.2K +2,945 New
AWM
20
AE Wealth Management
Kansas
$40K
SPIA
21
Steward Partners Investment Advisory
New York
$38.1K
Comerica Bank
22
Comerica Bank
Texas
$16K +$15.7K +1,001 New
NS
23
NBC Securities
Alabama
$8K
US Bancorp
24
US Bancorp
Minnesota
$4.8K
NFSG
25
Newbridge Financial Services Group
Florida
$1.41K

AGQI Hedge Fund Activity: Q3 2025 in Review

25 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Global Quality Income ETF (AGQI) for Q3 2025, worth a combined $13.5M — up 6.6% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGQI positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $768K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $512K sold.

  • 25 institutional investors held First Trust Active Global Quality Income ETF (AGQI) as of Q3 2025, up from 23 in Q2 2025.
  • Funds reported $13.5M of First Trust Active Global Quality Income ETF stock for Q3 2025, up 6.6% quarter-over-quarter.
  • 4 funds opened new First Trust Active Global Quality Income ETF positions in Q3 2025 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Active Global Quality Income ETF buyer in Q3 2025 was Prospera Financial Services, an estimated $768K added.
  • The largest First Trust Active Global Quality Income ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $512K sold.

Based on aggregated 13F filings for Q3 2025.