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 $3,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,891

% 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

350

Shares Held

42.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.01M
Shares

$366 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.47M
Shares

$272 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$224 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

2.48M
Shares

$151 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.26M
Shares

$137 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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