Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ACTIVE GLOBAL
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
825,544
-
Shares change
-
-117,731
-
Total reported value, excl. options
-
$12,708,765
-
Value change
-
-$1,809,851
-
Number of buys
-
6
-
Number of sells
-
-12
-
Price
-
$15.38
Significant Holders of FIRST TR EXCHNG TRADED FD VI - ACTIVE GLOBAL (AGQI) as of Q2 2025
25 filings reported holding AGQI - FIRST TR EXCHNG TRADED FD VI - ACTIVE GLOBAL as of Q2 2025.
FIRST TR EXCHNG TRADED FD VI - ACTIVE GLOBAL (AGQI) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 825,544 shares
.
Largest 10 shareholders include MORGAN STANLEY (204,693 shares), Atlas Wealth LLC (164,333 shares), RAYMOND JAMES FINANCIAL INC (51,727 shares), 1776 Wealth LLC (49,009 shares), LPL Financial LLC (47,607 shares), OSAIC HOLDINGS, INC. (36,966 shares), Centric Wealth Management (36,923 shares), COMMONWEALTH EQUITY SERVICES, LLC (33,260 shares), UBS Group AG (31,806 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (31,773 shares).
This table shows the top 23 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.