IWC
FEGE

Integrated Wealth Concepts’s First Eagle Global Equity ETF FEGE Stock Holding History

Integrated Wealth Concepts’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 		$12.3M Buy
+260,658
New +$12.7M 0.1% 213
2025
Q4 		– Sell
-189,936
Closed -$8.4M – 2080
2025
Q3 		$8.4M Buy
+189,936
New +$7.96M 0.08% 252

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 $6.18B AUM 18.43% 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

Integrated Wealth Concepts's FEGE Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in First Eagle Global Equity ETF (FEGE) in Q1 2026: 260,658 shares worth $12.3M. The stake represents 0.1% of the portfolio and ranks #213 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FEGE as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in FEGE in Q3 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

  • Integrated Wealth Concepts held 260,658 shares of First Eagle Global Equity ETF worth $12.3M as of Q1 2026.
  • First Eagle Global Equity ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • First Eagle Global Equity ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #213 holding.
  • Integrated Wealth Concepts first reported a position in First Eagle Global Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.