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First Tr Exchange-traded Fd no amer energy shares owned by Betterment

Quarter-by-quarter ownership of First Tr Exchange-traded Fd no amer energy (EMLP) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in First Tr Exchange-traded Fd no amer energy

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd no amer energy held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded Fd no amer energy by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 42k 27.70
2023-09-30 $1.1M 41k 26.41
2023-06-30 $1.1M 41k 26.99
2023-03-31 $1.0M 39k 26.63
2022-12-31 $1.0M 38k 26.68
2022-09-30 $983k 38k 25.73
2022-06-30 $983k 38k 25.73
2022-03-31 $1.1M 39k 27.70
2021-12-31 $967k 39k 24.96
2021-09-30 $917k 39k 23.68
2021-06-30 $943k 39k 24.47
2021-03-31 $1.8M 81k 22.81
2020-12-31 $1.8M 87k 20.97
2020-09-30 $1.6M 84k 19.03
2020-06-30 $1.6M 82k 19.94
2020-03-31 $1.7M 98k 17.79
2019-12-31 $3.1M 123k 25.49
2019-09-30 $3.5M 139k 25.15
2019-06-30 $3.5M 139k 25.15
2019-03-31 $3.3M 134k 24.73
2018-12-31 $2.7M 127k 21.45
2018-09-30 $3.1M 131k 23.46
2018-06-30 $3.2M 136k 23.22
2018-03-31 $3.4M 150k 22.70
2017-12-31 $3.5M 143k 24.56
2017-09-30 $3.4M 138k 24.80
2017-06-30 $3.4M 138k 24.55
2017-03-31 $3.5M 137k 25.30
2016-12-31 $3.7M 147k 25.24
2016-09-30 $3.8M 150k 25.32
2016-06-30 $4.0M 161k 24.68
2016-03-31 $3.5M 160k 21.86
2015-12-31 $2.5M 122k 20.18
2015-09-30 $2.4M 111k 21.88
2015-06-30 $1.4M 54k 25.37

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding First Tr Exchange-traded Fd no amer energy

AlTi Global
Capital Investment Advisors
Glenview Trust
Royal Bank of Canada
Wells Fargo & Company
Sontag Advisory
Bank of America Corporation
UBS Group
Comprehensive Wealth Management
Perella Weinberg Partners Capital Management
Welch & Forbes
Altfest L J & Co
Arvest Trust Co N A
Mariner Wealth Advisors
Rockefeller Capital Management

View all funds holding First Tr Exchange-traded Fd no amer energy