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First Trust Mult Cap Grwth Alp Fnd shares owned by Betterment

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in First Trust Mult Cap Grwth Alp Fnd

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All positions including First Trust Mult Cap Grwth Alp Fnd held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Mult Cap Grwth Alp Fnd by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 1.4k 160.32
2025-06-30 $204k 1.4k 146.66

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Top funds holding First Trust Mult Cap Grwth Alp Fnd

Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Commonwealth Equity Services
Branch Banking & Trust Company
Goldman Sachs Group
Advisor Group Holdings
Plotkin Financial Advisors
Susquehanna International
RPg Family Wealth Advisory
Royal Bank of Canada
Synergy Investment Management
Creative Planning
Wealth Management Partners

View all funds holding First Trust Mult Cap Grwth Alp Fnd