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First Tr Exchange-traded shares owned by West Branch Capital

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 1.0k 26.17
2025-06-30 $27k 1.0k 25.63