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BOLTON SECURITIES CORPORATION’s First Eagle Global Equity ETF FEGE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$12.1M Buy
241,671
+32,839
+16% +$1.69M 0.46% 41
2026
Q2 		$10.2M Buy
208,832
+6,411
+3% +$316K 0.38% 50
2026
Q1 		$9.5M Buy
+202,421
New +$9.9M 0.45% 48
2025
Q3 		$3.64M Buy
+82,328
New +$3.45M 0.17% 148

Other funds holding FEGE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.75% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FEGE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its First Eagle Global Equity ETF (FEGE) stake by 16% in Q3 2026, buying an estimated $1.69M and bringing the position to 241,671 shares worth $12.1M. The position accounts for 0.46% of the portfolio, ranked #41.

BOLTON SECURITIES CORPORATION first reported a position in FEGE in Q3 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold FEGE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 241,671 shares of First Eagle Global Equity ETF worth $12.1M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 32,839 First Eagle Global Equity ETF shares in Q3 2026, an estimated $1.69M.
  • First Eagle Global Equity ETF made up 0.46% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #41 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Eagle Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.