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- Upturn Summary
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Upturn AI Summary
First Trust Active Global Quality Income ETF(AGQI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AGQI
10/27/2026: AGQI (1-star) is currently NOT-A-BUY. Pass it for now.
AGQI provides active, global exposure to high-quality, dividend-paying companies, aiming to deliver both income and capital appreciation. Its primary strength lies in its active management approach, which allows for the tactical selection of firms with strong balance sheets and sustainable dividends. It serves well as a specialized income-generating piece of a broader global portfolio. Investors should be aware of risks such as higher expense ratios compared to passive alternatives, currency fluctuations, and potential liquidity challenges due to its smaller AUM. It is best suited for income-oriented, long-term investors who prioritize fundamental quality over passive index tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The focus on dividend-paying quality companies prioritizes stability over aggressive capital appreciation. |
| Momentum investor | Weak fit | The strategy is oriented toward fundamental quality and income rather than chasing short-term price momentum. |
| Value investor | Strong fit | The focus on quality and income aligns well with value-based investment principles. |
| Dividend/Income investor | Strong fit | The fund's primary objective of providing income makes it a natural fit for dividend-focused portfolios. |
| Low-risk investor | Mixed fit | While quality factors offer some protection, international market risk still introduces volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor for AGQI is a long-term, income-focused individual who believes in the value of active management and quality-factor selection to navigate international markets.
Suitability
This fund is best suited for long-term investors looking to diversify their income sources globally, rather than for active traders or passive index-only followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Global equities are subject to swings driven by international economic and political events. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic downturns in global stock markets. |
| Concentration | Medium | Active selection may lead to sector or geographic tilts that differ from the broader market. |
| Tracking/expense | Low | As an active fund, it does not aim to track a benchmark perfectly, so tracking error is inherent. |
| Liquidity | Medium | Lower trading volume compared to industry giants can affect execution costs during market stress. |
| Business/sector quality | Low | The fund specifically targets high-quality businesses to mitigate inherent business risk. |
Risk Analysis
Volatility
AGQI exhibits moderate volatility, generally in line with international large-cap equity indices, though active management can lead to periods of divergence.
Market Risk
The fund faces significant market risk tied to global economic stability, geopolitical tensions in international markets, and currency fluctuations versus the USD.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Global Developed Markets | 65 | Provides broad international exposure to developed economies to reduce regional risk. |
| Market capitalization | Large-Cap Equities | 25 | Focuses on established, stable companies that generally offer more predictable dividend payouts. |
| Investment factor | Quality and Income | 10 | Targets companies with high profitability and healthy balance sheets to support long-term dividend growth. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 3.75% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/27/2026 |
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