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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s First Eagle US Equity ETF USFE Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio USFE Stock Details USFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.6K Buy
+575
New +$20.9K 0.01% 831

Other funds holding USFE

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s USFE Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in First Eagle US Equity ETF (USFE) in Q3 2026: 575 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #831 among its holdings.

4 funds tracked by Wall St. Rank hold USFE as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 575 shares of First Eagle US Equity ETF worth $20.6K as of Q3 2026.
  • First Eagle US Equity ETF was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q3 2026.
  • First Eagle US Equity ETF made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #831 holding.
  • 4 funds tracked by Wall St. Rank held First Eagle US Equity ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.