Betterment LLC’s First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF HISF Stock Holding History

Betterment LLC’s Portfolio HISF Stock Details HISF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Buy	66,002 +5,974	+10%	+$266K	﹤0.01%	216
2026 Q1	$2.66M	Buy	60,028 +11,348	+23%	+$511K	0.01%	216
2025 Q4	$2.2M	Buy	48,680 +6,306	+15%	+$285K	﹤0.01%	225
2025 Q3	$1.91M	Buy	+42,374	New	+$1.9M	﹤0.01%	229

Other funds holding HISF

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

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

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

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Betterment LLC's HISF Position: Q2 2026 in Review

Betterment LLC increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 10% in Q2 2026, buying an estimated $266K and bringing the position to 66,002 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Betterment LLC first reported a position in HISF in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold HISF as of Q2 2026.

Betterment LLC held 66,002 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $2.93M as of Q2 2026.
Betterment LLC bought 5,974 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q2 2026, an estimated $266K.
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #216 holding.
Betterment LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in Q3 2025 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q2 2026.

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