AGQI Institutional Ownership
First Trust Active Global Quality Income ETF
1W: -1.5%
1M: -3.1%
3M: -1.6%
YTD: +8.9%
1Y: +13.2%
$18.14
+0.03 (+0.17%)
Weekly Expected Move ±1.5%
$18
$18
$18
$18
$19
Overview
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Holdings
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Institutional Ownership — AGQI
28
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
3
New Positions
5
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 180,862 | 3M | -4,981 | -2.7% | 11Q | SEC ↗ |
| 2 | Atlas Wealth LLC | 137,228 | 2M | -7,233 | -5.0% | 10Q | SEC ↗ |
| 3 | Prospera Financial Services Inc | 55,929 | 1M | +124 | +0.2% | 4Q | SEC ↗ |
| 4 | FLOW TRADERS U.S. LLC NEW | 47,104 | 854K | — | +0.0% | 1Q | SEC ↗ |
| 5 | LPL Financial LLC | 46,071 | 836K | +326 | +0.7% | 11Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 39,017 | 708K | -6,202 | -13.7% | 7Q | SEC ↗ |
| 7 | Virtu Financial LLC | 38,366 | 696K | +6,075 | +18.8% | 4Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 38,216 | 693K | +9,720 | +34.1% | 6Q | SEC ↗ |
| 9 | 1776 Wealth LLC | 33,773 | 613K | — | +0.0% | 11Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 33,154 | 601K | — | +0.0% | 1Q | SEC ↗ |
| 11 | DIVERSIFIED TRUST CO | 26,500 | 481K | — | +0.0% | 11Q | SEC ↗ |
| 12 | Centric Wealth Management | 17,722 | 321K | — | +0.0% | 9Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 14,151 | 257K | +1,150 | +8.8% | 11Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 14,050 | 255K | -18,845 | -57.3% | 11Q | SEC ↗ |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 6,349 | 115K | — | +0.0% | 3Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 4,895 | 89K | -4,000 | -45.0% | 11Q | SEC ↗ |
| 17 | UBS Group AG | 4,868 | 88K | -506 | -9.4% | 11Q | SEC ↗ |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,945 | 53K | — | +0.0% | 4Q | SEC ↗ |
| 19 | AE Wealth Management LLC | 2,500 | 45K | — | +0.0% | 7Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 1,823 | 33K | — | +0.0% | 11Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 1,500 | 27K | — | +0.0% | 2Q | SEC ↗ |
| 22 | FIFTH THIRD BANCORP | 1,001 | 18K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Allworth Financial LP NEW | 887 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Steward Partners Investment Advisory, | 600 | 11K | -1,782 | -74.8% | 11Q | SEC ↗ |
| 25 | LANARK FINANCIAL, INC. | 500 | 9K | — | +0.0% | 6Q | SEC ↗ |
| 26 | Aptus Capital Advisors, LLC | 326 | 6K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Legacy Wealth Managment, LLC/ID | 0 | 0K | -54 | -100.0% | 1Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 0 | 0K | -10,026 | -100.0% | 9Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -16,562 | -100.0% | 6Q | SEC ↗ |
| 30 | Intentional Wealth Strategies, LLC | 0 | 0K | -2,945 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 47,104 | 854K |
| Global Retirement Partners, LLC | 33,154 | 601K |
| Allworth Financial LP | 887 | 16K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,562 | 300K |
| Cambridge Investment Research Advis | 10,026 | 182K |
| Intentional Wealth Strategies, LLC | 2,945 | 53K |
| Legacy Wealth Managment, LLC/ID | 54 | 1K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +9,720 | +34.1% | 38,216 |
| Virtu Financial LLC | +6,075 | +18.8% | 38,366 |
| STIFEL FINANCIAL CORP | +1,150 | +8.8% | 14,151 |
| LPL Financial LLC | +326 | +0.7% | 46,071 |
| Prospera Financial Services Inc | +124 | +0.2% | 55,929 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -18,845 | -57.3% | 14,050 |
| Atlas Wealth LLC | -7,233 | -5.0% | 137,228 |
| RAYMOND JAMES FINANCIAL INC | -6,202 | -13.7% | 39,017 |
| MORGAN STANLEY | -4,981 | -2.7% | 180,862 |
| ROYAL BANK OF CANADA | -4,000 | -45.0% | 4,895 |
| Steward Partners Investment Advisor | -1,782 | -74.8% | 600 |
| UBS Group AG | -506 | -9.4% | 4,868 |