Betterment LLC’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Betterment LLC’s Portfolio QTEC Stock Details QTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$749K	Buy	2,239 +3	+0.1%	+$859	﹤0.01%	403
2026 Q1	$483K	Hold	2,236	–	–	﹤0.01%	444
2025 Q4	$515K	Sell	2,236 -1	-0%	-$233	﹤0.01%	403
2025 Q3	$514K	Sell	2,237 -798	-26%	-$173K	﹤0.01%	382
2025 Q2	$646K	Sell	3,035 -78	-3%	-$14.6K	﹤0.01%	323
2025 Q1	$540K	Buy	+3,113	New	+$598K	﹤0.01%	328

Other funds holding QTEC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

Betterment LLC's QTEC Position: Q2 2026 in Review

Betterment LLC increased its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 0.13% in Q2 2026, buying an estimated $859 and bringing the position to 2,239 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Betterment LLC first reported a position in QTEC in Q1 2025 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

Betterment LLC held 2,239 shares of First Trust NASDAQ-100 Technology Index Fund worth $749K as of Q2 2026.
Betterment LLC bought 3 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $859.
First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #403 holding.
Betterment LLC first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q1 2025 and has held it in 6 quarters since.
449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

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