Compass Financial Management
FTXH icon

Compass Financial Management’s First Trust Nasdaq Pharmaceuticals ETF FTXH Stock Holding History

Compass Financial Management’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
Q3 		$590K Buy
14,221
+13,465
+1,781% +$542K 0.06% 261
2026
Q2 		$29.5K Buy
+756
New +$26.3K ﹤0.01% 801

Other funds holding FTXH

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

Compass Financial Management's FTXH Position: Q3 2026 in Review

Compass Financial Management increased its First Trust Nasdaq Pharmaceuticals ETF (FTXH) stake by 1,781% in Q3 2026, buying an estimated $542K and bringing the position to 14,221 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #261.

Compass Financial Management first reported a position in FTXH in Q2 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold FTXH as of Q3 2026.

  • Compass Financial Management held 14,221 shares of First Trust Nasdaq Pharmaceuticals ETF worth $590K as of Q3 2026.
  • Compass Financial Management bought 13,465 First Trust Nasdaq Pharmaceuticals ETF shares in Q3 2026, an estimated $542K.
  • First Trust Nasdaq Pharmaceuticals ETF made up 0.06% of Compass Financial Management's portfolio in Q3 2026, its #261 holding.
  • Compass Financial Management first reported a position in First Trust Nasdaq Pharmaceuticals ETF in Q2 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held First Trust Nasdaq Pharmaceuticals ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.