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

Betterment LLC’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$993K	Buy	20,397 +3,343	+20%	+$167K	﹤0.01%	345
2026 Q1	$866K	Sell	17,054 -334	-2%	-$16.3K	﹤0.01%	346
2025 Q4	$771K	Buy	17,388 +2,192	+14%	+$95.5K	﹤0.01%	337
2025 Q3	$660K	Buy	15,196 +4,977	+49%	+$216K	﹤0.01%	337
2025 Q2	$428K	Buy	10,219 +4,499	+79%	+$186K	﹤0.01%	383
2025 Q1	$248K	Buy	+5,720	New	+$242K	﹤0.01%	426

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC's FDL Position: Q2 2026 in Review

Betterment LLC increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 20% in Q2 2026, buying an estimated $167K and bringing the position to 20,397 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Betterment LLC first reported a position in FDL in Q1 2025 and has held it in 6 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Betterment LLC held 20,397 shares of First Trust Morningstar Dividend Leaders Index Fund worth $993K as of Q2 2026.
Betterment LLC bought 3,343 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $167K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #345 holding.
Betterment LLC first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2025 and has held it in 6 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.