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First Tr Exchange-traded shares owned by Betterment

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded 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 by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 13k 21.26
2025-06-30 $287k 14k 20.98

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
TCP Asset Management
Per Stirling Capital Management
Manchester Financial
Kestra Advisory Services
Commonwealth Equity Services
Goldman Sachs Group
Cambridge Investment Research Advisors
Stephens
Wiley Bros.-aintree Capital
Northeast Planning Associates, Inc. / Nh /
Owen LaRue

View all funds holding First Tr Exchange-traded