Sard Wealth Management Group’s First Eagle Global Equity ETF FEGE Stock Holding History

Sard Wealth Management Group’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	$223K	Buy	+4,748	New	+$231K	0.12%	55

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 $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sard Wealth Management Group's FEGE Position: Q1 2026 in Review

Sard Wealth Management Group opened a new position in First Eagle Global Equity ETF (FEGE) in Q1 2026: 4,748 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #55 among its holdings.

177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

Sard Wealth Management Group held 4,748 shares of First Eagle Global Equity ETF worth $223K as of Q1 2026.
First Eagle Global Equity ETF was a new Sard Wealth Management Group position in Q1 2026.
First Eagle Global Equity ETF made up 0.12% of Sard Wealth Management Group's portfolio in Q1 2026, its #55 holding.
177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.