CFML
EMDM icon

COMPASS FINANCIAL MANAGEMENT LLC’s First Trust Bloomberg Emerging Market Democracies ETF EMDM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio EMDM Stock Details EMDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.85M Buy
+66,413
New +$2.71M 0.34% 76

Other funds holding EMDM

NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
NACL
NI ACQUISITIONS COMPANY, LLC Lemoyne, Pennsylvania $234M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust Bloomberg Emerging Market Democracies ETF (EMDM) in Q2 2026: 66,413 shares worth $2.85M. The stake represents 0.34% of the portfolio and ranks #76 among its holdings.

19 funds tracked by Wall St. Rank hold EMDM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 66,413 shares of First Trust Bloomberg Emerging Market Democracies ETF worth $2.85M as of Q2 2026.
  • First Trust Bloomberg Emerging Market Democracies ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust Bloomberg Emerging Market Democracies ETF made up 0.34% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #76 holding.
  • 19 funds tracked by Wall St. Rank held First Trust Bloomberg Emerging Market Democracies ETF as of Q2 2026.

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