Betterment LLC
FTSM icon

Betterment LLC’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Betterment LLC’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,353
Closed -$319K – 395
2024
Q1 		$319K Sell
5,353
-23,944
-82% -$1.43M ﹤0.01% 305
2023
Q4 		$1.75M Buy
29,297
+2,740
+10% +$163K 0.01% 139
2023
Q3 		$1.58M Buy
+26,557
New +$1.58M 0.01% 132

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Betterment LLC's FTSM Position: Q2 2024 in Review

Betterment LLC sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2024, closing a stake of 5,353 shares — an estimated $319K sold.

Betterment LLC first reported a position in FTSM in Q3 2023 and held it in 3 quarters. The position peaked at $1.75M in Q4 2023. 394 funds tracked by Wall St. Rank hold FTSM as of Q2 2024.

  • Betterment LLC reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2024 after selling out during the quarter.
  • Betterment LLC sold 5,353 First Trust Enhanced Short Maturity ETF shares in Q2 2024, an estimated $319K.
  • Betterment LLC first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2023 and held it in 3 quarters.
  • Betterment LLC's First Trust Enhanced Short Maturity ETF position peaked at $1.75M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2024.

Based on Betterment LLC's 13F filing for Q2 2024, filed 14 Aug 2024.