Betterment LLC
ILDR icon

Betterment LLC’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Betterment LLC’s Portfolio ILDR Stock Details ILDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$588K Buy
19,737
+780
+4% +$24.8K ﹤0.01% 404
2025
Q4 		$625K Buy
18,957
+1,848
+11% +$61.3K ﹤0.01% 365
2025
Q3 		$554K Buy
17,109
+5,345
+45% +$164K ﹤0.01% 366
2025
Q2 		$346K Buy
+11,764
New +$299K ﹤0.01% 410

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Mariner
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AI
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PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AssetMark Inc
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC's ILDR Position: Q1 2026 in Review

Betterment LLC increased its First Trust Innovation Leaders ETF (ILDR) stake by 4.1% in Q1 2026, buying an estimated $24.8K and bringing the position to 19,737 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Betterment LLC first reported a position in ILDR in Q2 2025 and has held it in 4 quarters since. The position peaked at $625K in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Betterment LLC held 19,737 shares of First Trust Innovation Leaders ETF worth $588K as of Q1 2026.
  • Betterment LLC bought 780 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $24.8K.
  • First Trust Innovation Leaders ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #404 holding.
  • Betterment LLC first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • Betterment LLC's First Trust Innovation Leaders ETF position peaked at $625K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

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