New England Private Wealth Advisors’s FPA Global Equity ETF FPAG Stock Holding History

New England Private Wealth Advisors’s Portfolio FPAG Stock Details FPAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6M	Buy	289,678 +29,437	+11%	+$1.15M	1.12%	25
2026 Q1	$9.44M	Buy	260,241 +49,034	+23%	+$1.87M	1.09%	28
2025 Q4	$7.84M	Buy	211,207 +69,739	+49%	+$2.54M	0.98%	31
2025 Q3	$5.07M	Buy	141,468 +2,480	+2%	+$87.1K	0.67%	40
2025 Q2	$4.78M	Sell	138,988 -7,447	-5%	-$231K	0.7%	40
2025 Q1	$4.4M	Buy	146,435 +24,438	+20%	+$764K	0.68%	40
2024 Q4	$3.69M	Buy	121,997 +33,725	+38%	+$1.04M	0.59%	44
2024 Q3	$2.73M	Buy	+88,272	New	+$2.64M	0.44%	48

Other funds holding FPAG

MFIM

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

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

DFS

Demming Financial Services Aurora, Ohio $157M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

New England Private Wealth Advisors's FPAG Position: Q2 2026 in Review

New England Private Wealth Advisors increased its FPA Global Equity ETF (FPAG) stake by 11% in Q2 2026, buying an estimated $1.15M and bringing the position to 289,678 shares worth $11.6M. The position accounts for 1.12% of the portfolio, ranked #25.

New England Private Wealth Advisors first reported a position in FPAG in Q3 2024 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

New England Private Wealth Advisors held 289,678 shares of FPA Global Equity ETF worth $11.6M as of Q2 2026.
New England Private Wealth Advisors bought 29,437 FPA Global Equity ETF shares in Q2 2026, an estimated $1.15M.
FPA Global Equity ETF made up 1.12% of New England Private Wealth Advisors's portfolio in Q2 2026, its #25 holding.
New England Private Wealth Advisors first reported a position in FPA Global Equity ETF in Q3 2024 and has held it in 8 quarters since.
27 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.