Betterment LLC’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Betterment LLC’s Portfolio FXL Stock Details FXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$330K	Buy	1,517 +1	+0.1%	+$195	﹤0.01%	564
2026 Q1	$241K	Hold	1,516	–	–	﹤0.01%	567
2025 Q4	$255K	Hold	1,516	–	–	﹤0.01%	515
2025 Q3	$255K	Sell	1,516 -1,077	-42%	-$174K	﹤0.01%	482
2025 Q2	$408K	Sell	2,593 -46	-2%	-$6.53K	﹤0.01%	396
2025 Q1	$349K	Buy	+2,639	New	+$391K	﹤0.01%	378

Other funds holding FXL

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Betterment LLC's FXL Position: Q2 2026 in Review

Betterment LLC increased its First Trust Technology AlphaDEX Fund (FXL) stake by 0.07% in Q2 2026, buying an estimated $195 and bringing the position to 1,517 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Betterment LLC first reported a position in FXL in Q1 2025 and has held it in 6 quarters since. The position peaked at $408K in Q2 2025. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Betterment LLC held 1,517 shares of First Trust Technology AlphaDEX Fund worth $330K as of Q2 2026.
Betterment LLC bought 1 First Trust Technology AlphaDEX Fund share in Q2 2026, an estimated $195.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #564 holding.
Betterment LLC first reported a position in First Trust Technology AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
Betterment LLC's First Trust Technology AlphaDEX Fund position peaked at $408K in Q2 2025.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

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