AWM
FEGE

Axxcess Wealth Management’s First Eagle Global Equity ETF FEGE Stock Holding History

Axxcess Wealth Management’s Portfolio FEGE Stock Details FEGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
50,415
+6,570
+15% +$324K 0.04% 357
2026
Q1 		$2.06M Buy
43,845
+3,605
+9% +$176K 0.07% 186
2025
Q4 		$1.85M Buy
40,240
+26,800
+199% +$1.21M 0.03% 390
2025
Q3 		$594K Buy
13,440
+2,255
+20% +$94.5K 0.01% 576
2025
Q2 		$452K Buy
+11,185
New +$427K 0.01% 616

Other funds holding FEGE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Axxcess Wealth Management's FEGE Position: Q2 2026 in Review

Axxcess Wealth Management increased its First Eagle Global Equity ETF (FEGE) stake by 15% in Q2 2026, buying an estimated $324K and bringing the position to 50,415 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #357.

Axxcess Wealth Management first reported a position in FEGE in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

  • Axxcess Wealth Management held 50,415 shares of First Eagle Global Equity ETF worth $2.47M as of Q2 2026.
  • Axxcess Wealth Management bought 6,570 First Eagle Global Equity ETF shares in Q2 2026, an estimated $324K.
  • First Eagle Global Equity ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Axxcess Wealth Management first reported a position in First Eagle Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.