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

Marcum Wealth’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
2025 Q1	$1.98M	Buy	+52,591	New	+$1.94M	0.17%	64

Other funds holding FEGE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Marcum Wealth's FEGE Position: Q1 2025 in Review

Marcum Wealth opened a new position in First Eagle Global Equity ETF (FEGE) in Q1 2025: 52,591 shares worth $1.98M. The stake represents 0.17% of the portfolio and ranks #64 among its holdings.

37 funds tracked by Wall St. Rank hold FEGE as of Q1 2025.

Marcum Wealth held 52,591 shares of First Eagle Global Equity ETF worth $1.98M as of Q1 2025.
First Eagle Global Equity ETF was a new Marcum Wealth position in Q1 2025.
First Eagle Global Equity ETF made up 0.17% of Marcum Wealth's portfolio in Q1 2025, its #64 holding.
37 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.