RMP
FEGE

Richards, Merrill & Peterson’s First Eagle Global Equity ETF FEGE Stock Holding History

Richards, Merrill & Peterson’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 		$983K Buy
20,089
+2,924
+17% +$144K 0.31% 80
2026
Q1 		$807K Buy
17,165
+5,650
+49% +$275K 0.3% 85
2025
Q4 		$530K Buy
11,515
+6,765
+142% +$305K 0.2% 109
2025
Q3 		$210K Buy
+4,750
New +$199K 0.09% 161

Other funds holding FEGE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Richards, Merrill & Peterson's FEGE Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its First Eagle Global Equity ETF (FEGE) stake by 17% in Q2 2026, buying an estimated $144K and bringing the position to 20,089 shares worth $983K. The position accounts for 0.31% of the portfolio, ranked #80.

Richards, Merrill & Peterson first reported a position in FEGE in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

  • Richards, Merrill & Peterson held 20,089 shares of First Eagle Global Equity ETF worth $983K as of Q2 2026.
  • Richards, Merrill & Peterson bought 2,924 First Eagle Global Equity ETF shares in Q2 2026, an estimated $144K.
  • First Eagle Global Equity ETF made up 0.31% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #80 holding.
  • Richards, Merrill & Peterson first reported a position in First Eagle Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.