BFA
FEGE

Beacon Financial Advisory’s First Eagle Global Equity ETF FEGE Stock Holding History

Beacon Financial Advisory’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
Q1 		$523K Buy
+11,122
New +$542K 0.12% 219
2025
Q4 		– Sell
-5,545
Closed -$245K – 409
2025
Q3 		$245K Buy
5,545
+545
+11% +$22.8K 0.06% 329
2025
Q2 		$202K Buy
+5,000
New +$191K 0.05% 343

Other funds holding FEGE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Financial Advisory's FEGE Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in First Eagle Global Equity ETF (FEGE) in Q1 2026: 11,122 shares worth $523K. The stake represents 0.12% of the portfolio and ranks #219 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in FEGE as recently as Q3 2025.

Beacon Financial Advisory first reported a position in FEGE in Q2 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

  • Beacon Financial Advisory held 11,122 shares of First Eagle Global Equity ETF worth $523K as of Q1 2026.
  • First Eagle Global Equity ETF was a new Beacon Financial Advisory position in Q1 2026.
  • First Eagle Global Equity ETF made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #219 holding.
  • Beacon Financial Advisory first reported a position in First Eagle Global Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.