Betterment LLC
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Betterment LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Betterment LLC’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$428K Buy
10,219
+4,499
+79% +$188K ﹤0.01% 383
2025
Q1 		$248K Buy
+5,720
New +$248K ﹤0.01% 426