Betterment »

First Tr Exhcange Traded Fd smid risng etf shares owned by Betterment

Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in First Tr Exhcange Traded Fd smid risng etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exhcange Traded Fd smid risng etf held by Betterment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 44k 38.03
2025-06-30 $1.4M 39k 35.28
2025-03-31 $854k 26k 33.49
2024-12-31 $688k 19k 35.84
2024-09-30 $205k 5.6k 36.40