Betterment LLC’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Betterment LLC’s Portfolio HYLS Stock Details HYLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Sell	5,322 -59	-1%	-$2.41K	﹤0.01%	650
2026 Q1	$218K	Buy	+5,381	New	+$222K	﹤0.01%	595
2025 Q4	–	Sell	-5,325	Closed	-$224K	–	557
2025 Q3	$224K	Sell	5,325 -4,127	-44%	-$173K	﹤0.01%	500
2025 Q2	$395K	Buy	9,452 +2,592	+38%	+$107K	﹤0.01%	398
2025 Q1	$282K	Buy	6,860 +1,734	+34%	+$71.9K	﹤0.01%	409
2024 Q4	$212K	Buy	+5,126	New	+$214K	﹤0.01%	434

Other funds holding HYLS

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

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

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

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

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

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

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

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

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

Betterment LLC's HYLS Position: Q2 2026 in Review

Betterment LLC reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.1% in Q2 2026, selling an estimated $2.41K and leaving 5,322 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Betterment LLC first reported a position in HYLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $395K in Q2 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Betterment LLC held 5,322 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $216K as of Q2 2026.
Betterment LLC sold 59 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $2.41K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #650 holding.
Betterment LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 6 quarters since.
Betterment LLC's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $395K in Q2 2025.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

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