BFC Planning, Inc.’s First Eagle Global Equity ETF FEGE Stock Holding History

BFC Planning, Inc.’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	$4.24M	Buy	86,736 +3,919	+5%	+$193K	0.17%	127
2026 Q1	$3.89M	Buy	82,817 +19,400	+31%	+$945K	0.17%	117
2025 Q4	$2.92M	Buy	+63,417	New	+$2.86M	0.13%	160

Other funds holding FEGE

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s FEGE Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Eagle Global Equity ETF (FEGE) stake by 4.7% in Q2 2026, buying an estimated $193K and bringing the position to 86,736 shares worth $4.24M. The position accounts for 0.17% of the portfolio, ranked #127.

BFC Planning, Inc. first reported a position in FEGE in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

BFC Planning, Inc. held 86,736 shares of First Eagle Global Equity ETF worth $4.24M as of Q2 2026.
BFC Planning, Inc. bought 3,919 First Eagle Global Equity ETF shares in Q2 2026, an estimated $193K.
First Eagle Global Equity ETF made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #127 holding.
BFC Planning, Inc. first reported a position in First Eagle Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
195 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.