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COMPASS FINANCIAL MANAGEMENT LLC’s First Trust Nasdaq Pharmaceuticals ETF FTXH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio FTXH Stock Details FTXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Buy
+756
New +$26.3K ﹤0.01% 801

Other funds holding FTXH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust Nasdaq Pharmaceuticals ETF (FTXH) in Q2 2026: 756 shares worth $29.5K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

24 funds tracked by Wall St. Rank hold FTXH as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 756 shares of First Trust Nasdaq Pharmaceuticals ETF worth $29.5K as of Q2 2026.
  • First Trust Nasdaq Pharmaceuticals ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust Nasdaq Pharmaceuticals ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #801 holding.
  • 24 funds tracked by Wall St. Rank held First Trust Nasdaq Pharmaceuticals ETF as of Q2 2026.

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