Mount Yale Investment Advisors’s First Eagle Global Equity ETF FEGE Stock Holding History

Mount Yale Investment Advisors’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	$1.09M	Buy	+23,097	New	+$1.13M	0.03%	496
2025 Q3	–	Sell	-347,971	Closed	-$14M	–	1676
2025 Q2	$14M	Buy	+347,971	New	+$13.3M	1.1%	14

Other funds holding FEGE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mount Yale Investment Advisors's FEGE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in First Eagle Global Equity ETF (FEGE) in Q1 2026: 23,097 shares worth $1.09M. The stake represents 0.03% of the portfolio and ranks #496 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FEGE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in FEGE in Q2 2025 and has held it in 2 quarters since. The position peaked at $14M in Q2 2025. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

Mount Yale Investment Advisors held 23,097 shares of First Eagle Global Equity ETF worth $1.09M as of Q1 2026.
First Eagle Global Equity ETF was a new Mount Yale Investment Advisors position in Q1 2026.
First Eagle Global Equity ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #496 holding.
Mount Yale Investment Advisors first reported a position in First Eagle Global Equity ETF in Q2 2025 and has held it in 2 quarters since.
Mount Yale Investment Advisors's First Eagle Global Equity ETF position peaked at $14M in Q2 2025.
177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.