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AGQI
+0.87 · +5.23%
$17.45 · NYSE ARCA

First Trust Exchange-Traded Fund VIII (AGQI) ETF Analysis | Global Large-Stock Value

First Trust · USA
AUM:$56.8M
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 26.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is AGQI?

Under normal market conditions, the fund seeks to invest primarily in income-producing equity securities. Such equity securities may include common stock, depositary receipts (including ADRs and GDRs), preferred securities and real estate investment trusts ("REITs").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AGQI delivered 26.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 39.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$56.8M
Expense Ratio0.85%
Dividend Yield2.17%
Holdings32
Inception DateSept 2015
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.82
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

How would AGQI affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.6%
1Y
+20.6%
3Y
+57.4%
5Y
+57.4%
OpenBook InsightIf you had invested £10,000 in AGQI 5 years ago, it would have grown to £15,736 — a gain of £5,736.

Annual Returns

Calendar year performance

AGQI delivered positive returns in 4 of the last 4 calendar years.
YearAGQI
2026 YTD+13.5%
2025+27.0%
2024+3.5%
2023+5.3%
CAGR 3yr+11.4%
4/4 positive yearsAvg return: +12.3%Worst year: +3.5% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.9%
Low
Momentum
+5.0%
30-day change
Support Level
18.63
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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