CWA
FEGE

Carolina Wealth Advisors’s First Eagle Global Equity ETF FEGE Stock Holding History

Carolina Wealth Advisors’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 		– Sell
-653
Closed -$30.1K – 340
2025
Q4 		$30.1K Buy
+653
New +$29.5K 0.01% 138

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 $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carolina Wealth Advisors's FEGE Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of First Eagle Global Equity ETF (FEGE) in Q1 2026, closing a stake of 653 shares — an estimated $30.1K sold.

Carolina Wealth Advisors first reported a position in FEGE in Q4 2025 and held it in 1 quarter. The position peaked at $30.1K in Q4 2025. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining First Eagle Global Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 653 First Eagle Global Equity ETF shares in Q1 2026, an estimated $30.1K.
  • Carolina Wealth Advisors first reported a position in First Eagle Global Equity ETF in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's First Eagle Global Equity ETF position peaked at $30.1K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.