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First Trust Tech AlphaDEX Fnd shares owned by Betterment

Quarter-by-quarter ownership of First Trust Tech AlphaDEX Fnd (FXL) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in First Trust Tech AlphaDEX Fnd

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All positions including First Trust Tech AlphaDEX 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 Tech AlphaDEX Fnd by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.5k 168.21
2025-06-30 $408k 2.6k 157.35
2025-03-31 $349k 2.6k 132.25

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View all positions for Betterment

Top funds holding First Trust Tech AlphaDEX Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Commonwealth Equity Services
Genesee Capital Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Cetera Investment Advisers
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Janney Montgomery Scott
Vestmark Advisory Solutions

View all funds holding First Trust Tech AlphaDEX Fnd