NPFS
FEGE

Novak & Powell Financial Services’s First Eagle Global Equity ETF FEGE Stock Holding History

Novak & Powell Financial Services’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 		– Sell
-3,885
Closed -$260K – 161
2024
Q4 		$260K Buy
+3,885
New +$136K 0.16% 120

Other funds holding FEGE

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ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CSP
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JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Novak & Powell Financial Services's FEGE Position: Q1 2025 in Review

Novak & Powell Financial Services sold out of First Eagle Global Equity ETF (FEGE) in Q1 2025, closing a stake of 3,885 shares — an estimated $260K sold.

Novak & Powell Financial Services first reported a position in FEGE in Q4 2024 and held it in 1 quarter. The position peaked at $260K in Q4 2024. 37 funds tracked by Wall St. Rank hold FEGE as of Q1 2025.

  • Novak & Powell Financial Services reported no remaining First Eagle Global Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Novak & Powell Financial Services sold 3,885 First Eagle Global Equity ETF shares in Q1 2025, an estimated $260K.
  • Novak & Powell Financial Services first reported a position in First Eagle Global Equity ETF in Q4 2024 and held it in 1 quarter.
  • Novak & Powell Financial Services's First Eagle Global Equity ETF position peaked at $260K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2025.

Based on Novak & Powell Financial Services's 13F filing for Q1 2025, filed 15 May 2025.