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

Eldridge Investment 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	$695K	Buy	14,201 +1,388	+11%	+$68.3K	0.14%	91
2026 Q1	$602K	Buy	12,813 +2,806	+28%	+$137K	0.13%	95
2025 Q4	$461K	Buy	10,007 +1,277	+15%	+$57.6K	0.1%	114
2025 Q3	$386K	Buy	+8,730	New	+$366K	0.09%	126

Other funds holding FEGE

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Eldridge Investment Advisors's FEGE Position: Q2 2026 in Review

Eldridge Investment Advisors increased its First Eagle Global Equity ETF (FEGE) stake by 11% in Q2 2026, buying an estimated $68.3K and bringing the position to 14,201 shares worth $695K. The position accounts for 0.14% of the portfolio, ranked #91.

Eldridge Investment Advisors first reported a position in FEGE in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

Eldridge Investment Advisors held 14,201 shares of First Eagle Global Equity ETF worth $695K as of Q2 2026.
Eldridge Investment Advisors bought 1,388 First Eagle Global Equity ETF shares in Q2 2026, an estimated $68.3K.
First Eagle Global Equity ETF made up 0.14% of Eldridge Investment Advisors's portfolio in Q2 2026, its #91 holding.
Eldridge Investment Advisors first reported a position in First Eagle Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.