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First Tr Exchange-traded shares owned by Compass Financial Services

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 351k 49.31
2025-06-30 $17M 335k 49.10
2025-03-31 $17M 326k 50.52
2024-12-31 $16M 313k 50.21

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Branch Banking & Trust Company
Cetera Investment Advisers
Advisor Group Holdings
Wagner Wealth Management
Capital Investment Advisors
Stifel Financial
Commonwealth Equity Services
PSI Advisors

View all funds holding First Tr Exchange-traded