West Branch Capital LLC First Trust Dorsey Wright Focu Transaction History

West Branch Capital LLC

$363 Million
Q3 2025

A detailed history of West Branch Capital LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, West Branch Capital LLC holds 64 shares of FV stock, worth $3,955. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,955

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$59.23 - $62.14 $3,790 - $3,976	64 New	64 $3,000

Others Institutions Holding FV

# of Institutions

349

Shares Held

43.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.23M
Shares

$385 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.42M
Shares

$273 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

3.93M
Shares

$243 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

2.48M
Shares

$153 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.36M
Shares

$146 Million
0.05% of portfolio

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

More about FV

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