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First Tr Exchange-traded shares owned by Betterment

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) 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
2026-03-31 $608k 36k 16.76

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
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 State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding First Tr Exchange-traded

LPL Financial
Fiduciary Trust Company
Raymond James Financial
Bank of New York Mellon
Goss Wealth Management
Royal Bank of Canada
Koshinski Asset Management
Evergreen Wealth Solutions
CWM
Janney Montgomery Scott
Envestnet Asset Management
Ferguson Shapiro
Personal Resources Investment & Strategic Management
Mariner Wealth Advisors
HighTower Advisors

View all funds holding First Tr Exchange-traded