FAD — First Trust

Ownership history in Betterment LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Betterment LLC reported a position in First Trust (FAD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,391 — 0% 0.00% $223K $160.54
2025 Q2 INITIATED 1,391 — — 0.00% $204K $146.74
% of Fund (quarterly)    FAD price (monthly, adj. close)

Other funds also holding FAD

As of 2025 Q4 — sorted by position size

Plotkin Financial Advisors, LLC 3.55% Keystone Wealth Services, LLC 3Y 1.38% Wealth Management Partners, LLC 3Y 1.16% RPg Family Wealth Advisory, LLC 3Y 7Y 1.13% WILLNER & HELLER, LLC 3Y 0.7% 626 Financial, LLC 3Y 0.63% Stonebridge Financial Planning Group, LLC 3Y 0.61% Proactive Wealth Strategies LLC 0.34% Apeiron RIA LLC 3Y 0.17% WEDBUSH SECURITIES INC 3Y 7Y 0.12%
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