West Branch Capital »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by West Branch Capital

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in First Tr Exchange Traded Fd dorsey wrt 5 etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd dorsey wrt 5 etf held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0k 64 61.92

More positions owned by West Branch Capital

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moog CL B (MOG.B)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Abbvie (ABBV)

View all positions for West Branch Capital

Top funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf

Morgan Stanley
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
UBS Group
Royal Bank of Canada
Goss Wealth Management
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Stifel Financial

View all funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf