Public ownership evidence

First Eagle Overseas Equity ETF (FEOE) Ownership Disclosures

Read FEOE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

First Eagle Overseas Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-12-31
Available
2026-08-27
Reported shares
206,747
Value (USD)
$9,998,306
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001604
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FEOE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FEOE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-12-312026-08-27206,747$9,998,306None
Dakota Wealth Management2026-03-312026-08-27219,460$11,073,973None
Leo H. Evart, Inc.2026-06-302026-08-19202$10,794None
Leo H. Evart, Inc.2026-06-302026-08-1913,916$743,098None
Equitable Holdings, Inc.2026-06-302026-08-1816,478$879,925None
Milestone Investment Advisors LLC2026-06-302026-08-152,666$142,365None
CSM Advisors, LLC2026-06-302026-08-1510,200$545,000None
WCG Wealth Advisors LLC2026-06-302026-08-1525,765$1,375,850None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,338$445,249None
OSAIC HOLDINGS, INC.2026-06-302026-08-15695$37,113None
OSAIC HOLDINGS, INC.2026-06-302026-08-15135,503$7,236,572None
JANE STREET GROUP, LLC2026-06-302026-08-1577,134$4,118,956None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-154,560$243,504None
&PARTNERS2026-06-302026-08-15381,290$20,360,875None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15313,873$16,729,431None
ROYAL BANK OF CANADA2026-06-302026-08-151,384,808$73,949,000None
NATIXIS ADVISORS, LLC2026-06-302026-08-1523,734$1,267,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1520,078$1,072,165None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15709,140$37,868,076None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15726,000$38,768,400None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15551,594$29,455,120None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15762,760$40,731,384None
Visionary Wealth Advisors2026-06-302026-08-1493,165$4,975,011None
Sanctuary Advisors, LLC2026-06-302026-08-14171,676$9,167,523None
Quantinno Capital Management LP2026-06-302026-08-145,390$287,826None
NKCFO LLC2026-06-302026-08-14439,350$23,461,000None
Rockefeller Capital Management L.P.2026-06-302026-08-1422,965$1,226,331None
Rockefeller Capital Management L.P.2026-06-302026-08-14800$42,720None
Rockefeller Capital Management L.P.2026-06-302026-08-14764$40,798None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1489$4,753None
UBS Group AG2026-06-302026-08-14728,080$38,879,472None
Mariner, LLC2026-06-302026-08-1495,779$5,114,599None
Elequin Capital, LP2026-06-302026-08-1453,821$2,874,041None
ZACKS INVESTMENT MANAGEMENT2026-06-302026-08-1410,633$567,802None
Snowden Capital Advisors LLC2026-06-302026-08-1420,805$1,110,987None
MORGAN STANLEY2026-06-302026-08-14843,708$45,054,057None
Sunrise Financial Services, LLC2026-06-302026-08-1311,885$634,659None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-137,469$398,845None
ELEVATION POINT WEALTH PARTNERS, LLC2026-06-302026-08-1358,613$3,129,913None
Integrated Wealth Concepts LLC2026-06-302026-08-1322,378$1,194,986None
Cetera Investment Advisers2026-06-302026-08-13447,259$23,883,590None
Compass Ion Advisors, LLC2026-06-302026-08-1319,313$1,031,323None
Circle Wealth Management, LLC2026-06-302026-08-13233,594$12,473,920None
Aptus Capital Advisors, LLC2026-06-302026-08-134,560$243,504None
NewEdge Advisors, LLC2026-06-302026-08-13650,933$34,759,836None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,626,435$86,851,629None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13370$19,758None
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV2026-06-302026-08-139,290$496,086None
STIFEL FINANCIAL CORP2026-06-302026-08-131,116,579$59,625,285None
SMITH, MOORE & CO.2026-06-302026-08-13114,523$6,115,517None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗Leo H. Evart, Inc. ↗Leo H. Evart, Inc. ↗Equitable Holdings, Inc. ↗Milestone Investment Advisors LLC ↗CSM Advisors, LLC ↗WCG Wealth Advisors LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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