EFS
FEGE

Essex Financial Services’s First Eagle Global Equity ETF FEGE Stock Holding History

Essex Financial Services’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 		$688K Buy
14,644
+2,815
+24% +$137K 0.04% 368
2025
Q4 		$544K Buy
11,829
+4,303
+57% +$194K 0.03% 419
2025
Q3 		$333K Buy
+7,526
New +$315K 0.02% 548

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 $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

Essex Financial Services's FEGE Position: Q1 2026 in Review

Essex Financial Services increased its First Eagle Global Equity ETF (FEGE) stake by 24% in Q1 2026, buying an estimated $137K and bringing the position to 14,644 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #368.

Essex Financial Services first reported a position in FEGE in Q3 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

  • Essex Financial Services held 14,644 shares of First Eagle Global Equity ETF worth $688K as of Q1 2026.
  • Essex Financial Services bought 2,815 First Eagle Global Equity ETF shares in Q1 2026, an estimated $137K.
  • First Eagle Global Equity ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #368 holding.
  • Essex Financial Services first reported a position in First Eagle Global Equity ETF in Q3 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 Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.