Betterment LLC
HISF icon

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
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 $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Betterment LLC's HISF Position: Q1 2026 in Review

Betterment LLC increased its First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) stake by 23% in Q1 2026, buying an estimated $511K and bringing the position to 60,028 shares worth $2.66M. 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 3 quarters since. 33 funds tracked by Wall St. Rank hold HISF as of Q1 2026.

  • Betterment LLC held 60,028 shares of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF worth $2.66M as of Q1 2026.
  • Betterment LLC bought 11,348 First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF shares in Q1 2026, an estimated $511K.
  • First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF made up 0.01% of Betterment LLC's portfolio in Q1 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 3 quarters since.
  • 33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.