FEGE Institutional Ownership
First Eagle Global Equity ETF
1W: -2.1%
1M: -5.2%
3M: -0.0%
YTD: +7.8%
$50.14
+0.18 (+0.36%)
Weekly Expected Move ±1.3%
$49
$49
$50
$51
$51
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FEGE
207
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
33
New Positions
119
Increased
40
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (213 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,886,174 | $145M | +778,949 | +37.0% | 5Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 2,803,120 | $141M | +1,095,550 | +64.2% | 5Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,997,737 | $100M | +327,194 | +19.6% | 3Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 1,850,031 | $93M | +106,374 | +6.1% | 5Q | SEC ↗ |
| 5 | Advance Capital Management, Inc. | 1,598,249 | $80M | +143,882 | +9.9% | 6Q | SEC ↗ |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,414,173 | $71M | +244,229 | +20.9% | 7Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,344,106 | $67M | +1,197,466 | +816.6% | 4Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 1,126,205 | $56M | +152,635 | +15.7% | 6Q | SEC ↗ |
| 9 | Mesirow Financial Investment Managemen | 1,064,859 | $53M | +146,883 | +16.0% | 6Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 801,773 | $40M | +295,114 | +58.2% | 5Q | SEC ↗ |
| 11 | &PARTNERS | 686,176 | $34M | +313,837 | +84.3% | 5Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 648,875 | $33M | +266,603 | +69.7% | 3Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 550,963 | $28M | +69,317 | +14.4% | 4Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 547,036 | $27M | -15,963 | -2.8% | 6Q | SEC ↗ |
| 15 | Janney Montgomery Scott LLC | 545,895 | $27M | +82,962 | +17.9% | 6Q | SEC ↗ |
| 16 | ELEVATION POINT WEALTH PARTNERS, LLC | 519,149 | $26M | +496,052 | +2147.7% | 2Q | SEC ↗ |
| 17 | D.A. DAVIDSON & CO. | 481,367 | $24M | +54,325 | +12.7% | 5Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 477,206 | $24M | +60,495 | +14.5% | 6Q | SEC ↗ |
| 19 | KWB Wealth | 385,710 | $19M | +87,037 | +29.1% | 3Q | SEC ↗ |
| 20 | LifeGoal Investments, LLC | 338,466 | $17M | +54,564 | +19.2% | 6Q | SEC ↗ |
| 21 | Legacy CG, LLC | 307,601 | $15M | +21,357 | +7.5% | 2Q | SEC ↗ |
| 22 | EQUITABLE TRUST CO | 296,087 | $15M | +29,598 | +11.1% | 3Q | SEC ↗ |
| 23 | MN Wealth Advisors, LLC | 295,720 | $15M | +34,596 | +13.2% | 6Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC | 286,191 | $14M | +25,533 | +9.8% | 2Q | SEC ↗ |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | 276,372 | $14M | +18,410 | +7.1% | 6Q | SEC ↗ |
| 26 | UBS Group AG | 275,760 | $14M | +209,826 | +318.2% | 2Q | SEC ↗ |
| 27 | NBZ Investment Advisors LLC | 261,301 | $13M | +7,024 | +2.8% | 3Q | SEC ↗ |
| 28 | GREAT VALLEY ADVISOR GROUP, INC. | 234,762 | $12M | -7,045 | -2.9% | 4Q | SEC ↗ |
| 29 | Jefferies Financial Group Inc. NEW | 230,000 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 227,421 | $11M | +17,389 | +8.3% | 3Q | SEC ↗ |
| 31 | Provident Living Financial Services, I | 227,144 | $11M | +8,684 | +4.0% | 3Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 213,310 | $11M | +53,827 | +33.8% | 5Q | SEC ↗ |
| 33 | OPPENHEIMER & CO INC | 203,293 | $10M | +29,480 | +17.0% | 4Q | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 200,723 | $10M | +49,057 | +32.3% | 2Q | SEC ↗ |
| 35 | Frontier Asset Management, LLC | 186,874 | $9M | -3,864 | -2.0% | 5Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 179,350 | $9M | +38,934 | +27.7% | 6Q | SEC ↗ |
| 37 | NOVEM GROUP | 167,496 | $8M | +21,564 | +14.8% | 4Q | SEC ↗ |
| 38 | Cornerstone Advisory, LLC | 159,032 | $8M | +8,628 | +5.7% | 4Q | SEC ↗ |
| 39 | Compass Ion Advisors, LLC | 150,613 | $8M | +9,206 | +6.5% | 6Q | SEC ↗ |
| 40 | MML INVESTORS SERVICES, LLC | 147,478 | $7M | +137,179 | +1332.0% | 4Q | SEC ↗ |
| 41 | Focus Partners Wealth | 140,236 | $7M | +12,605 | +9.9% | 5Q | SEC ↗ |
| 42 | Quantinno Capital Management LP NEW | 134,894 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Visionary Wealth Advisors | 133,185 | $7M | -176,427 | -57.0% | 2Q | SEC ↗ |
| 44 | Western Wealth Management, LLC | 129,699 | $7M | +76,164 | +142.3% | 2Q | SEC ↗ |
| 45 | Allegheny Financial Group | 125,647 | $6M | +14,237 | +12.8% | 4Q | SEC ↗ |
| 46 | WEDBUSH SECURITIES INC | 122,169 | $6M | -1,821 | -1.5% | 6Q | SEC ↗ |
| 47 | FOCUSED ALPHA, LLC | 121,095 | $6M | +10,393 | +9.4% | 3Q | SEC ↗ |
| 48 | Apollon Wealth Management, LLC | 120,983 | $6M | +10,031 | +9.0% | 6Q | SEC ↗ |
| 49 | Schneider Downs Wealth Management Advi | 120,030 | $6M | +12,471 | +11.6% | 4Q | SEC ↗ |
| 50 | Everest Financial Group LLC | 111,614 | $6M | +59,072 | +112.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jefferies Financial Group Inc. | 230,000 | $12M |
| Quantinno Capital Management LP | 134,894 | $7M |
| Global Retirement Partners, LLC | 52,822 | $3M |
| J.W. COLE ADVISORS, INC. | 51,287 | $3M |
| CITADEL ADVISORS LLC | 45,953 | $2M |
| Arax Advisory Partners | 25,647 | $1M |
| Atria Investments, Inc | 19,854 | $995K |
| Financial Partners Group, Inc | 14,481 | $726K |
| Ausdal Financial Partners, Inc. | 14,210 | $712K |
| BRIGHT FINANCIAL ADVISORS, INC. | 13,892 | $697K |
| D. E. Shaw & Co., Inc. | 13,772 | $691K |
| FLOW TRADERS U.S. LLC | 13,320 | $668K |
| Purkiss Capital Advisors LLC | 11,110 | $557K |
| PRESILIUM PRIVATE WEALTH, LLC | 9,408 | $472K |
| ENTREWEALTH, LLC | 8,706 | $437K |
| Cerity Partners LLC | 7,605 | $381K |
| FORTERIS WEALTH MANAGEMENT INC. | 7,360 | $369K |
| UHLMANN PRICE SECURITIES, LLC | 7,157 | $359K |
| Gradient Capital Advisors, LLC | 6,829 | $342K |
| Merit Financial Group, LLC | 6,072 | $304K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elequin Capital, LP | 69,416 | $3M |
| Qube Research & Technologies Ltd | 53,468 | $3M |
| Wolfstich Capital, LLC | 28,325 | $1M |
| First Eagle Investment Management, | 27,635 | $1M |
| GTS SECURITIES LLC | 26,385 | $1M |
| Independent Advisor Alliance | 6,225 | $312K |
| RPS ADVISORY SOLUTIONS LLC | 6,129 | $307K |
| INTEGRITY ALLIANCE, LLC. | 5,946 | $298K |
| OneDigital Investment Advisors LLC | 5,063 | $254K |
| SMITH, MOORE & CO. | 4,772 | $239K |
| Sound Income Strategies, LLC | 3,931 | $197K |
| Opal Wealth Advisors, LLC | 2,444 | $123K |
| Carolina Wealth Advisors, LLC | 653 | $33K |
| Acumen Wealth Advisors, LLC | 190 | $10K |
| Inlight Wealth Management, LLC | 109 | $5K |
| ASSETMARK, INC | 62 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,197,466 | +816.6% | 1,344,106 |
| RAYMOND JAMES FINANCIAL INC | +1,095,550 | +64.2% | 2,803,120 |
| LPL Financial LLC | +778,949 | +37.0% | 2,886,174 |
| ELEVATION POINT WEALTH PARTNERS, LL | +496,052 | +2147.7% | 519,149 |
| BANK OF AMERICA CORP /DE | +327,194 | +19.6% | 1,997,737 |
| &PARTNERS | +313,837 | +84.3% | 686,176 |
| ENVESTNET ASSET MANAGEMENT INC | +295,114 | +58.2% | 801,773 |
| JONES FINANCIAL COMPANIES LLLP | +266,603 | +69.7% | 648,875 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +244,229 | +20.9% | 1,414,173 |
| UBS Group AG | +209,826 | +318.2% | 275,760 |
| OSAIC HOLDINGS, INC. | +152,635 | +15.7% | 1,126,205 |
| Mesirow Financial Investment Manage | +146,883 | +16.0% | 1,064,859 |
| Advance Capital Management, Inc. | +143,882 | +9.9% | 1,598,249 |
| MML INVESTORS SERVICES, LLC | +137,179 | +1332.0% | 147,478 |
| ROYAL BANK OF CANADA | +106,374 | +6.1% | 1,850,031 |
| KWB Wealth | +87,037 | +29.1% | 385,710 |
| Janney Montgomery Scott LLC | +82,962 | +17.9% | 545,895 |
| Western Wealth Management, LLC | +76,164 | +142.3% | 129,699 |
| Cetera Investment Advisers | +69,317 | +14.4% | 550,963 |
| JPMORGAN CHASE & CO | +60,495 | +14.5% | 477,206 |