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COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio DFEB Stock Details DFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82K Buy
+55
New +$2.73K ﹤0.01% 1274

Other funds holding DFEB

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DFEB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2026: 55 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings.

114 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 55 shares of FT Vest US Equity Deep Buffer ETF February worth $2.82K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF February was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF February made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1274 holding.
  • 114 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.