COMPASS FINANCIAL MANAGEMENT LLC’s First Trust Core Investment Grade ETF FTCB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio FTCB Stock Details FTCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.4K	Buy	+1,268	New	+$26.5K	﹤0.01%	836

Other funds holding FTCB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 1,268 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

160 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,268 shares of First Trust Core Investment Grade ETF worth $26.4K as of Q2 2026.
First Trust Core Investment Grade ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
First Trust Core Investment Grade ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #836 holding.
160 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

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