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D First Tr Exchange-traded shares owned by Compass Financial Management

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in D First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D First Tr Exchange-traded by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 142k 17.88

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Bank of America Corporation
Ameriprise Financial
Gallagher Fiduciary Advisors
HighTower Advisors
Cetera Investment Advisers
Stifel Financial
Envestnet Asset Management
Kestra Advisory Services
Advisor Group Holdings

View all funds holding D First Tr Exchange-traded