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First Trust Innovation Leaders ETF (ILDR) Institutional Ownership

First Trust Innovation Leaders ETF logo
$29.40 -0.14 (-0.47%)
As of 07/11/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Innovation Leaders ETF (NYSEARCA:ILDR)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$17.27M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$8.90M
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ILDR Institutional Buying and Selling by Quarter

First Trust Innovation Leaders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025 Redhawk Wealth Advisors Inc.10,509$309K0.0%+5.6%0.420%
7/9/2025 Key Client Fiduciary Advisors LLC7,579$223K0.1%N/A0.303%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.30,129$887K0.1%-11.7%1.205%
7/2/2025 HBW Advisory Services LLC243,547$7.17M0.9%-9.3%9.941%
5/19/2025Jane Street Group LLC30,309$707K0.0%+88.6%1.290%
5/15/2025Centric Wealth Management14,725$343K0.1%+18.0%0.627%
5/14/2025Flow Traders U.S. LLC65,926$1.54M0.1%N/A2.805%
5/12/2025Maia Wealth LLC16,533$373K0.1%N/A0.704%
5/8/2025Harbour Investments Inc.21,012$490K0.0%-37.6%0.894%
5/6/2025Assetmark Inc.107,678$2.51M0.0%+16.6%4.582%
5/6/2025Cetera Investment Advisers54,767$1.28M0.0%+6.4%2.331%
5/6/2025Avantax Advisory Services Inc.11,533$269K0.0%N/A0.491%
5/6/2025Atria Investments Inc447,916$10.45M0.1%-27.0%19.060%
5/6/2025AE Wealth Management LLC29,921$698K0.0%+8.7%1.273%
4/29/2025U.S. Capital Wealth Advisors LLC79,580$1.86M0.1%-0.9%3.248%
4/29/2025Envestnet Asset Management Inc.22,963$536K0.0%+7.5%0.937%
4/29/2025Strategic Blueprint LLC12,419$290K0.0%N/A0.507%
4/23/2025Creative Financial Designs Inc. ADV48,794$1.14M0.1%-16.3%1.992%
4/23/2025Global Assets Advisory LLC34,560$774K0.1%N/A1.411%
4/17/2025Sowell Financial Services LLC13,525$315K0.0%N/A0.552%
4/15/2025 Redhawk Wealth Advisors Inc.9,950$232K0.0%N/A0.406%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.34,103$795K0.1%+11.8%1.392%
4/9/2025 HBW Advisory Services LLC268,405$6.26M0.9%+5.2%10.955%
4/9/2025 NBC Securities Inc.17,571$409K0.0%+109,718.8%0.717%
2/18/2025Glen Eagle Advisors LLC6,042$154K0.0%-5.7%0.465%
2/17/2025Cetera Investment Advisers51,467$1.31M0.0%-51.9%3.959%
2/14/2025Jane Street Group LLC16,071$410K0.0%-62.5%1.236%
2/13/2025Mariner LLC608,868$15.54M0.0%-1.3%46.836%
2/13/2025Envestnet Asset Management Inc.21,359$545K0.0%+17.4%1.643%
2/12/2025Centric Wealth Management12,478$319K0.1%+33.6%0.960%
2/10/2025Creative Financial Designs Inc. ADV58,300$1.49M0.1%+17.1%4.485%
2/10/2025Harbour Investments Inc.33,653$859K0.0%+2.1%2.589%
2/6/2025Atria Investments Inc613,778$15.67M0.2%-1.3%47.214%
2/6/2025Assetmark Inc.92,320$2.36M0.0%N/A7.102%
1/31/2025Kestra Investment Management LLC1,084$28K0.0%N/A0.083%
1/24/2025U.S. Capital Wealth Advisors LLC80,280$2.05M0.1%-2.6%6.175%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.30,509$779K0.2%+23.6%2.347%
1/10/2025 HBW Advisory Services LLC255,026$6.51M0.9%+0.5%19.617%
11/25/2024Sanctuary Advisors LLC9,659$253K0.0%N/A0.743%
11/15/2024Glen Eagle Advisors LLC6,405$156K0.0%-11.7%0.493%
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11/15/2024Jane Street Group LLC42,832$1.04M0.0%N/A3.295%
11/5/2024Harbour Investments Inc.32,970$803K0.0%+21,880.0%2.536%
11/1/2024Atria Investments Inc621,942$15.15M0.2%-6.5%47.842%
10/28/2024Creative Financial Designs Inc. ADV49,798$1.21M0.1%+4.0%3.831%
10/4/2024 HBW Advisory Services LLC253,745$6.18M0.9%N/A19.519%
8/22/2024Cetera Investment Advisers76,733$1.80M0.0%+13.4%5.903%
7/11/2024U.S. Capital Wealth Advisors LLC90,905$2.13M0.1%-1.5%6.993%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.24,878$584K0.2%N/A1.914%
5/24/2024Cetera Advisors LLC53,537$1.20M0.0%N/A4.118%
5/21/2024Atria Investments Inc673,602$15.05M0.2%+18.5%51.816%
4/5/2024 NBC Securities Inc.17,814$397K0.0%+10.1%8.907%
2/7/2024 NBC Securities Inc.16,176$319K0.0%+15.0%8.088%
2/6/2024U.S. Capital Wealth Advisors LLC67,900$1.34M0.1%+253.6%33.950%
1/10/2024Creative Financial Designs Inc. ADV13,081$258K0.0%+71.6%6.541%
11/13/2023Mariner LLC559,556$9.62M0.0%N/A279.778%
11/7/2023Atria Investments Inc556,269$9.56M0.2%N/A278.135%
11/4/2023 NBC Securities Inc.14,072$241K0.0%N/A7.036%
10/20/2023U.S. Capital Wealth Advisors LLC19,200$330K0.0%N/A9.600%
8/9/2023Flow Traders U.S. LLC23,975$436K0.0%-3.2%11.988%
7/26/2023Creative Financial Designs Inc. ADV3,470$63K0.0%+638.3%1.735%
4/19/2023International Assets Investment Management LLC166,406$5.55M0.8%N/A83.203%
11/15/2022Flow Traders U.S. LLC10,771$152K0.0%-33.1%5.386%
8/13/2022Flow Traders U.S. LLC16,106$222K0.0%-36.0%8.053%
8/11/2022Cetera Investment Advisers32,703$451K0.0%-2.2%16.352%
2/15/2022Laidlaw Wealth Management LLC21,065$459K0.1%-46.2%10.533%
2/3/2022Advisor Group Holdings Inc.5,295$116K0.0%N/A2.648%
11/12/2021Laidlaw Wealth Management LLC39,165$850K0.2%N/A26.110%
8/24/2021Flow Traders U.S. LLC15,037$333K0.0%N/A10.025%
(Data available from 1/1/2016 forward)

ILDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILDR shares?

During the previous two years, 26 institutional investors and hedge funds held shares of First Trust Innovation Leaders ETF. The most heavily invested institutionals were Mariner LLC ($15.54M), Atria Investments Inc ($10.45M), HBW Advisory Services LLC ($7.17M), Assetmark Inc. ($2.51M), U.S. Capital Wealth Advisors LLC ($1.86M), Flow Traders U.S. LLC ($1.54M), and Cetera Investment Advisers ($1.28M).Learn more on First Trust Innovation Leaders ETF's institutional investors.

Which institutional investors have been buying First Trust Innovation Leaders ETF's stock?

Of the 25 institutional investors that purchased First Trust Innovation Leaders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Investments Inc ($661.38K), Mariner LLC ($559.56K), HBW Advisory Services LLC ($268.41K), Assetmark Inc. ($107.68K), U.S. Capital Wealth Advisors LLC ($67.90K), Flow Traders U.S. LLC ($65.93K), and Jane Street Group LLC ($57.07K).

How much institutional buying is happening at First Trust Innovation Leaders ETF?

Institutional investors have bought a total of 712,286 shares in the last 24 months. This purchase volume represents approximately $17.27M in transactions.

Which of First Trust Innovation Leaders ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold First Trust Innovation Leaders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Investments Inc ($216.97K), Cetera Investment Advisers ($55.49K), Jane Street Group LLC ($26.76K), HBW Advisory Services LLC ($24.86K), Harbour Investments Inc. ($12.64K), Creative Financial Designs Inc. ADV ($9.51K), and Mariner LLC ($8.24K).

How much institutional selling is happening at First Trust Innovation Leaders ETF?

Institutional investors have sold a total of 362,494 shares in the last 24 months. This volume of shares sold represents approximately $8.90M in transactions.



This page (NYSEARCA:ILDR) was last updated on 7/12/2025 by MarketBeat.com Staff
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