Independent Financial Group’s First Eagle Global Equity ETF FEGE Stock Holding History

Independent Financial Group’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	$1.28M	Buy	26,092 +4,574	+21%	+$225K	0.02%	598
2026 Q1	$1.01M	Buy	21,518 +2,446	+13%	+$119K	0.02%	624
2025 Q4	$878K	Sell	19,072 -2,447	-11%	-$110K	0.02%	669
2025 Q3	$952K	Sell	21,519 -2,958	-12%	-$124K	0.02%	614
2025 Q2	$988K	Buy	24,477 +14,141	+137%	+$540K	0.03%	549
2025 Q1	$388K	Buy	+10,336	New	+$382K	0.01%	811

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

Independent Financial Group's FEGE Position: Q2 2026 in Review

Independent Financial Group increased its First Eagle Global Equity ETF (FEGE) stake by 21% in Q2 2026, buying an estimated $225K and bringing the position to 26,092 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #598.

Independent Financial Group first reported a position in FEGE in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

Independent Financial Group held 26,092 shares of First Eagle Global Equity ETF worth $1.28M as of Q2 2026.
Independent Financial Group bought 4,574 First Eagle Global Equity ETF shares in Q2 2026, an estimated $225K.
First Eagle Global Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #598 holding.
Independent Financial Group first reported a position in First Eagle Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.