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
Q2 		$857K Buy
21,837
+2,100
+11% +$76K ﹤0.01% 379
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

Other funds holding ILDR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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 $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Betterment LLC's ILDR Position: Q2 2026 in Review

Betterment LLC increased its First Trust Innovation Leaders ETF (ILDR) stake by 11% in Q2 2026, buying an estimated $76K and bringing the position to 21,837 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Betterment LLC first reported a position in ILDR in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Betterment LLC held 21,837 shares of First Trust Innovation Leaders ETF worth $857K as of Q2 2026.
  • Betterment LLC bought 2,100 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $76K.
  • First Trust Innovation Leaders ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #379 holding.
  • Betterment LLC first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

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