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First Trust Iv Enhanced Short shares owned by Betterment

Quarter-by-quarter ownership of First Trust Iv Enhanced Short (FTSM) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in First Trust Iv Enhanced Short

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All positions including First Trust Iv Enhanced Short held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Iv Enhanced Short by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 29k 59.66
2023-09-30 $1.6M 27k 59.42

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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)
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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 Trust Iv Enhanced Short

Wells Fargo & Company
UBS Group
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial Services Advisors
Tucker Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Prospera Financial Services
Raymond James & Associates
Stifel Financial
Coppell Advisory Solutions
Global Assets Advisory
IFP Advisors

View all funds holding First Trust Iv Enhanced Short