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First Tr Exhcange Traded Fd smid risng etf shares owned by Compass Financial Management

Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in First Tr Exhcange Traded Fd smid risng etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exhcange Traded Fd smid risng etf held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 56k 43.17

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 First Tr Exhcange Traded Fd smid risng etf

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
UBS Group
Capital Investment Advisors
Stifel Financial
Harbour Investments
Commonwealth Equity Services
Envestnet Asset Management
Park National Corp
HighTower Advisors

View all funds holding First Tr Exhcange Traded Fd smid risng etf