Who owns First Trust Active Global Quality Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AGQI from SEC Form 13F filings across 26 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 26 institutions disclosed 750,337 shares of First Trust Active Global Quality Income ETF worth $12.0M — about 25.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
26
13F holders
$12.0M
value, 2026 filers
25.2%
of shares outstanding (750,337 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AGQI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 180,862 | $3.3M | 0.0% | 6.1% | -2.7% |
| 2 | Atlas Wealth LLCNEW | 137,228 | $2.5M | 0.4% | 4.6% | new |
| 3 | Prospera Financial Services Inc | 55,929 | $1.0M | 0.0% | 1.9% | +0.2% |
| 4 | FLOW TRADERS U.S. LLCNEW | 47,104 | $853 | 0.0% | 1.6% | new |
| 5 | LPL Financial LLC | 46,071 | $834,371 | 0.0% | 1.5% | +0.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 39,017 | $706,612 | 0.0% | 1.3% | -13.7% |
| 7 | Virtu Financial LLC | 38,366 | $695 | 0.0% | 1.3% | +18.8% |
| 8 | JANE STREET GROUP, LLC | 38,216 | $692,115 | 0.0% | 1.3% | +34.1% |
| 9 | 1776 Wealth LLC | 33,773 | $611,430 | 0.2% | 1.1% | 0.0% |
| 10 | Global Retirement Partners, LLCNEW | 33,154 | $600,439 | 0.0% | 1.1% | new |
| 11 | DIVERSIFIED TRUST CO | 26,500 | $479,930 | 0.0% | 0.9% | 0.0% |
| 12 | Centric Wealth Management | 17,722 | $313,307 | 0.0% | 0.6% | 0.0% |
| 13 | STIFEL FINANCIAL CORP | 14,151 | $256,284 | 0.0% | 0.5% | +8.8% |
| 14 | OSAIC HOLDINGS, INC. | 14,050 | $254,450 | 0.0% | 0.5% | -57.3% |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6,349 | $114,070 | 0.0% | 0.2% | 0.0% |
| 16 | ROYAL BANK OF CANADA | 4,895 | $89,000 | 0.0% | 0.2% | -45.0% |
| 17 | UBS Group AG | 4,868 | $88,165 | 0.0% | 0.2% | -9.4% |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,945 | $53,336 | 0.0% | 0.1% | 0.0% |
| 19 | AE Wealth Management LLC | 2,500 | $45,277 | 0.0% | 0.1% | 0.0% |
| 20 | WELLS FARGO & COMPANY/MN | 1,823 | $33,017 | 0.0% | 0.1% | 0.0% |
| 21 | HARBOUR INVESTMENTS, INC. | 1,500 | $27,166 | 0.0% | 0.1% | 0.0% |
| 22 | FIFTH THIRD BANCORP | 1,001 | $18,129 | 0.0% | 0% | 0.0% |
| 23 | Allworth Financial LPNEW | 887 | $16,065 | 0.0% | 0% | new |
| 24 | Steward Partners Investment Advisory, LLC | 600 | $10,866 | 0.0% | 0% | -74.8% |
| 25 | LANARK FINANCIAL, INC. | 500 | $9,055 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.