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First Tr Exchange-traded Fd cmn shares owned by Betterment

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

Historical chart of Betterment investment in First Tr Exchange-traded Fd cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd cmn 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 cmn by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 5.3k 42.07
2025-06-30 $395k 9.5k 41.79
2025-03-31 $282k 6.9k 41.11
2024-12-31 $212k 5.1k 41.36

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 Fd cmn

Morgan Stanley
LPL Financial
First Trust Advisors
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Wiley Bros.-aintree Capital
Envestnet Asset Management
Raymond James Financial
Kmg Fiduciary Partners
Stifel Financial
Vestmark Advisory Solutions
Park National Corp
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding First Tr Exchange-traded Fd cmn