Betterment LLC First Tr Multi Cap Growth Alph Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Betterment LLC holds 1,391 shares of FAD stock, worth $228,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,391

Holding current value

$228,040

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$114.67 - $146.82 $159,505 - $204,226	1,391 New	1,391 $204,000

Others Institutions Holding FAD

# of Institutions

Shares Held

1.41M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

202K
Shares

$33.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

135K
Shares

$22.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

124K
Shares

$20.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$16.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$13.6 Million
0.02% of portfolio

View Full List

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

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