WW
FEGE

Waterfront Wealth’s First Eagle Global Equity ETF FEGE Stock Holding History

Waterfront Wealth’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 		$1.28M Buy
25,826
+6,891
+36% +$339K 0.2% 135
2026
Q1 		$890K Buy
18,935
+3,254
+21% +$159K 0.16% 162
2025
Q4 		$772K Buy
15,681
+5,690
+57% +$257K 0.15% 171
2025
Q3 		$442K Buy
9,991
+4,588
+85% +$192K 0.09% 197
2025
Q2 		$218K Buy
+5,403
New +$206K 0.05% 247

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

Waterfront Wealth's FEGE Position: Q2 2026 in Review

Waterfront Wealth increased its First Eagle Global Equity ETF (FEGE) stake by 36% in Q2 2026, buying an estimated $339K and bringing the position to 25,826 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #135.

Waterfront Wealth first reported a position in FEGE in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold FEGE as of Q2 2026.

  • Waterfront Wealth held 25,826 shares of First Eagle Global Equity ETF worth $1.28M as of Q2 2026.
  • Waterfront Wealth bought 6,891 First Eagle Global Equity ETF shares in Q2 2026, an estimated $339K.
  • First Eagle Global Equity ETF made up 0.2% of Waterfront Wealth's portfolio in Q2 2026, its #135 holding.
  • Waterfront Wealth first reported a position in First Eagle Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.