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First Tr Exchange-traded shares owned by Compass Financial Services

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) 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
2026-03-31 $3.9M 153k 25.55

More positions owned by Compass Financial Services

State Street MF Closed and MF Open (SPYM)
Jpmorgan MF Closed and MF Open (JPST)
Wisdomtree Us MF Closed and MF Open (DGRW)
Invesco Nasdaq MF Closed and MF Open (QQQM)
First Trust MF Closed and MF Open (KNG)
Jpmorgan MF Closed and MF Open (JEPQ)
State Street MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FDL)
State Street MF Closed and MF Open (BIL)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Ishares Core MF Closed and MF Open (DIVB)
Global X MF Closed and MF Open (XYLD)
State Street MF Closed and MF Open (SPYG)

View all positions for Compass Financial Services

Top funds holding First Tr Exchange-traded

LPL Financial
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Independent Advisor Alliance
Baird Financial
Harbour Investments
Cambridge Investment Research Advisors
Envestnet Asset Management
Gail Mannix

View all funds holding First Tr Exchange-traded