CA
FEGE

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

Clearstead 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
Q2 		$309K Buy
6,314
+463
+8% +$22.8K ﹤0.01% 923
2026
Q1 		$275K Buy
5,851
+1,851
+46% +$90.2K ﹤0.01% 891
2025
Q4 		$184K Hold
4,000
– – ﹤0.01% 954
2025
Q3 		$177K Hold
4,000
– – ﹤0.01% 908
2025
Q2 		$161K Buy
+4,000
New +$153K ﹤0.01% 935

Other funds holding FEGE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Clearstead Advisors's FEGE Position: Q2 2026 in Review

Clearstead Advisors increased its First Eagle Global Equity ETF (FEGE) stake by 7.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 6,314 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Clearstead Advisors first reported a position in FEGE in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

  • Clearstead Advisors held 6,314 shares of First Eagle Global Equity ETF worth $309K as of Q2 2026.
  • Clearstead Advisors bought 463 First Eagle Global Equity ETF shares in Q2 2026, an estimated $22.8K.
  • First Eagle Global Equity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #923 holding.
  • Clearstead Advisors first reported a position in First Eagle Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.