Free Trial

First Trust Innovation Leaders ETF (ILDR) Institutional Ownership

First Trust Innovation Leaders ETF logo
$31.62 -0.14 (-0.44%)
As of 09/12/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$26.99M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$16.16M
Get ILDR Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Innovation Leaders ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.43,505$1.25M0.0%+43.6%1.450%
8/18/2025 Geneos Wealth Management Inc.5,100$150K0.0%N/A0.170%
8/14/2025 Jane Street Group LLC28,795$848K0.0%-5.0%0.960%
8/14/2025 Raymond James Financial Inc.5,308$156K0.0%N/A0.177%
8/14/2025 Betterment LLC11,764$346K0.0%N/A0.392%
8/13/2025 Flow Traders U.S. LLC31,080$915K0.0%-52.9%1.036%
8/13/2025 Twin Peaks Wealth Advisors LLC2,228$68K0.0%N/A0.074%
8/13/2025 Maia Wealth LLC34,267$1.01M0.2%+107.3%1.142%
8/12/2025 Centric Wealth Management15,312$459K0.1%+4.0%0.510%
8/8/2025 Cetera Investment Advisers43,957$1.29M0.0%-19.7%1.628%
8/8/2025 Foundations Investment Advisors LLC7,005$206K0.0%N/A0.259%
8/6/2025 Prospera Financial Services Inc49,630$1.46M0.0%N/A1.838%
8/6/2025 AE Wealth Management LLC36,858$1.09M0.0%+23.2%1.365%
8/4/2025 Creative Financial Designs Inc. ADV51,140$1.51M0.1%+4.8%1.894%
8/4/2025 Tradewinds LLC.58,766$1.73M1.3%N/A2.177%
8/4/2025 Atria Investments Inc285,122$8.39M0.1%-36.3%10.560%
8/4/2025 Assetmark Inc.167,000$4.92M0.0%+55.1%6.185%
8/1/2025 Wealth Watch Advisors INC87,305$2.57M1.5%-12.0%3.234%
8/1/2025 Envestnet Asset Management Inc.32,507$957K0.0%+41.6%1.204%
7/30/2025 Strategic Blueprint LLC13,521$398K0.0%+8.9%0.501%
7/29/2025 Kraft Davis & Associates LLC61,083$1.87M0.5%N/A2.262%
7/28/2025 Harbour Investments Inc.19,247$567K0.0%-8.4%0.713%
7/23/2025 Morey & Quinn Wealth Partners LLC8,944$263K0.2%N/A0.331%
7/22/2025 Global Assets Advisory LLC11,520$333K0.1%-66.7%0.427%
7/18/2025 Newman Dignan & Sheerar Inc.10,919$321K0.1%N/A0.437%
7/14/2025 U.S. Capital Wealth Advisors LLC80,430$2.37M0.1%+1.1%3.217%
7/14/2025 Sowell Financial Services LLC18,512$545K0.0%+36.9%0.740%
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%
4/15/2025Redhawk Wealth Advisors Inc.9,950$232K0.0%N/A0.406%
4/10/2025Thurston Springer Miller Herd & Titak Inc.34,103$795K0.1%+11.8%1.392%
4/9/2025HBW Advisory Services LLC268,405$6.26M0.9%+5.2%10.955%
4/9/2025NBC 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%
1/14/2025Thurston Springer Miller Herd & Titak Inc.30,509$779K0.2%+23.6%2.347%
1/10/2025HBW 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%
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%
10/4/2024HBW 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%
7/5/2024Thurston 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%
4/5/2024NBC Securities Inc.17,814$397K0.0%+10.1%8.907%
2/7/2024NBC 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%
11/4/2023NBC 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, 38 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 ($8.39M), HBW Advisory Services LLC ($7.17M), Assetmark Inc. ($4.92M), Wealth Watch Advisors INC ($2.57M), U.S. Capital Wealth Advisors LLC ($2.37M), and Kraft Davis & Associates LLC ($1.87M).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 36 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. ($167K), U.S. Capital Wealth Advisors LLC ($68.75K), Flow Traders U.S. LLC ($65.93K), and Kraft Davis & Associates LLC ($61.08K).

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

Institutional investors have bought a total of 1,040,565 shares in the last 24 months. This purchase volume represents approximately $26.99M in transactions.

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

Of the 13 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 ($379.77K), Cetera Investment Advisers ($66.30K), Flow Traders U.S. LLC ($34.85K), Jane Street Group LLC ($28.28K), HBW Advisory Services LLC ($24.86K), Global Assets Advisory LLC ($23.04K), and Harbour Investments Inc. ($14.41K).

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

Institutional investors have sold a total of 609,177 shares in the last 24 months. This volume of shares sold represents approximately $16.16M in transactions.



This page (NYSEARCA:ILDR) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners