LPL Financial
FEGE

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

LPL Financial’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 		$141M Buy
2,886,174
+778,949
+37% +$38.4M 0.03% 514
2026
Q1 		$99M Buy
2,107,225
+1,177,197
+127% +$57.4M 0.03% 586
2025
Q4 		$42.8M Buy
930,028
+515,835
+125% +$23.3M 0.01% 947
2025
Q3 		$18.3M Buy
414,193
+367,859
+794% +$15.4M 0.01% 1424
2025
Q2 		$1.87M Buy
+46,334
New +$1.77M ﹤0.01% 3184

Other funds holding FEGE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

LPL Financial's FEGE Position: Q2 2026 in Review

LPL Financial increased its First Eagle Global Equity ETF (FEGE) stake by 37% in Q2 2026, buying an estimated $38.4M and bringing the position to 2,886,174 shares worth $141M. The position accounts for 0.03% of the portfolio, ranked #514.

LPL Financial first reported a position in FEGE in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

  • LPL Financial held 2,886,174 shares of First Eagle Global Equity ETF worth $141M as of Q2 2026.
  • LPL Financial bought 778,949 First Eagle Global Equity ETF shares in Q2 2026, an estimated $38.4M.
  • First Eagle Global Equity ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #514 holding.
  • LPL Financial first reported a position in First Eagle Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.