Ownership history in Betterment LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in First Trust (HYLS). 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 | REDUCED | 5,325 | -4,127 | -43.7% | 0.00% | $224K | $40.93 |
| 2025 Q2 | ADDED | 9,452 | +2,592 | +37.8% | 0.00% | $395K | $40.01 |
| 2025 Q1 | ADDED | 6,860 | +1,734 | +33.8% | 0.00% | $282K | $38.66 |
| 2024 Q4 | INITIATED | 5,126 | — | — | 0.00% | $212K | $38.33 |
As of 2025 Q4 — sorted by position size