Betterment LLC’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Betterment LLC’s Portfolio FTSL Stock Details FTSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Sell	9,164 -240	-3%	-$10.8K	﹤0.01%	526
2026 Q1	$421K	Buy	9,404 +1,332	+17%	+$60.3K	﹤0.01%	471
2025 Q4	$370K	Buy	8,072 +1,423	+21%	+$65.2K	﹤0.01%	458
2025 Q3	$305K	Sell	6,649 -2,308	-26%	-$106K	﹤0.01%	452
2025 Q2	$411K	Buy	8,957 +741	+9%	+$33.8K	﹤0.01%	393
2025 Q1	$375K	Buy	+8,216	New	+$379K	﹤0.01%	372

Other funds holding FTSL

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

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's FTSL Position: Q2 2026 in Review

Betterment LLC reduced its First Trust Senior Loan Fund ETF (FTSL) stake by 2.6% in Q2 2026, selling an estimated $10.8K and leaving 9,164 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Betterment LLC first reported a position in FTSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $421K in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Betterment LLC held 9,164 shares of First Trust Senior Loan Fund ETF worth $410K as of Q2 2026.
Betterment LLC sold 240 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $10.8K.
First Trust Senior Loan Fund ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #526 holding.
Betterment LLC first reported a position in First Trust Senior Loan Fund ETF in Q1 2025 and has held it in 6 quarters since.
Betterment LLC's First Trust Senior Loan Fund ETF position peaked at $421K in Q1 2026.
300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

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