Go Pro
→ SPCX Warning - and Worst News for Stocks in 50 Years (From TradeSmith) (Ad)tc pixel Free ILDR Stock Alerts

First Trust Innovation Leaders ETF (ILDR) Institutional Ownership

First Trust Innovation Leaders ETF logo
$36.27 -0.54 (-1.47%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$84.08M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$15.78M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Redhawk Wealth Advisors Inc.12,334$484K0.0%-3.9%0.160%
5/16/2026Glen Eagle Advisors LLC17,078$509K0.1%-39.1%0.244%
5/15/2026Wealth Watch Advisors INC73,868$2.20M0.9%+6.0%1.055%
5/13/2026Cetera Investment Advisers272,975$8.13M0.0%+142.1%3.900%
5/7/2026Legacy Wealth Managment LLC ID25,860$770K0.4%N/A0.369%
5/6/2026Assetmark Inc.233,218$6.95M0.0%+15.3%3.332%
5/5/2026Geneos Wealth Management Inc.90,665$2.70M0.1%-4.6%1.295%
5/5/2026Sanctuary Advisors LLC99,914$2.98M0.0%+42.4%1.427%
5/5/2026Sigma Planning Corp67,350$2.01M0.1%+63.3%0.962%
5/4/2026 HBW Advisory Services LLC148,261$4.42M0.5%+13.3%2.118%
5/2/2026 International Assets Investment Management LLC7,948$241K0.0%-50.2%0.114%
5/1/2026Fifth Third Bancorp5,152$153K0.0%+690.2%0.074%
5/1/2026Triton Wealth Management PLLC7,344$224K0.1%+4.3%0.105%
4/30/2026Kestra Advisory Services LLC67,611$2.01M0.0%+21.7%0.966%
4/23/2026 Apollon Wealth Management LLC12,555$374K0.0%N/A0.179%
4/22/2026 Patriot Financial Group Insurance Agency LLC233,684$6.96M0.4%+1,675.3%3.338%
4/22/2026Merkkuri Wealth Advisors LLC68,805$2.05M1.4%+2.9%0.983%
4/21/2026Maridea Wealth Management LLC77,270$2.30M0.3%+4.9%1.104%
4/20/2026Kestra Private Wealth Services LLC119,160$3.55M0.0%N/A1.702%
4/20/2026 RFG Advisory LLC24,638$734K0.0%N/A0.352%
4/17/2026 Brookstone Capital Management17,411$518K0.0%-12.3%0.249%
2/18/2026 Pacific Excel Wealth Advisors Inc.12,418$410K0.8%N/A0.181%
2/18/2026Maia Wealth LLC62,376$1.94M0.3%+58.4%0.911%
2/17/2026Cetera Investment Advisers112,771$3.72M0.0%+9.2%1.646%
2/17/2026Wealth Watch Advisors INC69,659$2.30M0.9%-2.9%1.017%
2/17/2026GeoWealth Management LLC64,067$2.11M0.1%+42.4%0.935%
2/17/2026Osaic Holdings Inc.133,007$4.39M0.0%+26.3%1.942%
2/17/2026&PARTNERS13,031$432K0.0%+8.0%0.190%
2/16/2026MML Investors Services LLC7,377$243K0.0%-46.9%0.108%
2/16/2026Mariner LLC261,070$8.61M0.0%-0.6%3.811%
2/16/2026Glen Eagle Advisors LLC28,044$925K0.1%+26.1%0.409%
2/13/2026Kestra Advisory Services LLC55,544$1.83M0.0%+139.3%0.811%
2/13/2026Arkadios Wealth Advisors6,611$218K0.0%-12.0%0.097%
2/13/2026 Golden State Wealth Management LLC30,226$997K0.1%+764.6%0.441%
2/12/2026Jane Street Group LLC13,555$447K0.0%-61.3%0.198%
2/12/2026 Triumph Capital Management1,000$33K0.0%-76.2%0.015%
2/12/2026Commonwealth Equity Services LLC29,223$964K0.0%+116.7%0.427%
2/12/2026Steward Partners Investment Advisory LLC19,757$652K0.0%+127.7%0.288%
2/12/2026Betterment LLC18,957$625K0.0%+10.8%0.277%
2/11/2026LPL Financial LLC1,698,125$56.02M0.0%+36.1%24.790%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/10/2026Foundations Investment Advisors LLC12,591$415K0.0%+15.3%0.184%
2/9/2026 Prospera Financial Services Inc39,239$1.29M0.0%-22.7%0.573%
2/6/2026Mach 1 Financial Group LLC122,013$4.03M0.8%N/A1.781%
2/6/2026Creative Financial Designs Inc. ADV70,814$2.34M0.1%+1.7%1.034%
2/5/2026Triton Wealth Management PLLC7,044$225K0.1%N/A0.103%
2/5/2026Proactive Wealth Strategies LLC13,938$460K0.2%N/A0.203%
2/5/2026Atria Investments Inc262,910$8.67M0.1%+0.5%3.838%
2/4/2026Centric Wealth Management12,676$418K0.1%-16.3%0.185%
2/3/2026 Apeiron RIA LLC20,586$679K0.1%+10.3%0.301%
2/3/2026 International Assets Investment Management LLC15,961$527K0.0%N/A0.233%
2/2/2026Mutual Advisors LLC28,792$950K0.0%+29.6%0.420%
1/30/2026Simplicity Wealth LLC12,553$414K0.0%N/A0.183%
1/30/2026 Strategic Blueprint LLC19,429$641K0.0%+10.5%0.284%
1/29/2026Sanctuary Advisors LLC70,183$2.32M0.0%+75.8%1.032%
1/29/2026Merkkuri Wealth Advisors LLC66,838$2.21M1.5%+5.1%0.983%
1/28/2026Geneos Wealth Management Inc.95,031$3.14M0.1%+1.2%1.398%
1/27/2026Morey & Quinn Wealth Partners LLC22,619$746K0.5%+23.8%0.333%
1/26/2026 Patriot Financial Group Insurance Agency LLC13,163$434K0.1%N/A0.194%
1/23/2026 Farther Finance Advisors LLC32,937$1.09M0.0%+4,951.7%0.492%
1/23/2026Assetmark Inc.202,229$6.67M0.0%+17.3%3.018%
1/23/2026 HBW Advisory Services LLC130,904$4.32M0.5%-15.7%1.954%
1/23/2026U.S. Capital Wealth Advisors LLC77,665$2.56M0.1%-2.1%1.159%
1/21/2026 Sound Income Strategies LLC1,191$40K0.0%N/A0.018%
1/21/2026 Sowell Financial Services LLC16,894$557K0.0%-2.2%0.252%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.7,268$240K0.1%+105.4%0.108%
1/15/2026 Brookstone Capital Management19,844$655K0.0%+55.6%0.296%
1/14/2026 Chris Bulman Inc22,665$748K0.3%+55.0%0.341%
1/14/2026 Wealthcare Advisory Partners LLC47,645$1.57M0.0%+55.1%0.716%
1/13/2026Signal Advisors Wealth LLC8,183$270K0.0%-19.1%0.123%
1/12/2026Daymark Wealth Partners LLC6,877$227K0.0%N/A0.103%
1/8/2026Maridea Wealth Management LLC73,645$2.43M0.4%+448.5%1.107%
12/23/2025 Triumph Capital Management4,200$136K0.0%N/A0.076%
11/17/2025 Triumph Capital Management4,200$136K0.0%N/A0.076%
11/17/2025Mariner LLC262,581$8.51M0.0%-7.8%4.774%
11/17/2025Integrated Wealth Concepts LLC76,963$2.49M0.0%N/A1.399%
11/17/2025Flow Traders U.S. LLC73,500$2.38M0.1%+136.5%1.336%
11/17/2025Citadel Advisors LLC121,408$3.93M0.0%N/A2.207%
11/17/2025Bank of America Corp DE2,794$90K0.0%+328.5%0.051%
11/14/2025Maia Wealth LLC39,388$1.33M0.2%+14.9%0.716%
11/13/2025GeoWealth Management LLC44,987$1.46M0.1%N/A0.818%
11/13/2025Wealth Watch Advisors INC71,729$2.32M1.0%-17.8%1.304%
11/13/2025Betterment LLC17,109$554K0.0%+45.4%0.311%
11/13/2025 PFG Advisors6,700$217K0.0%N/A0.122%
11/12/2025Creative Financial Designs Inc. ADV69,610$2.26M0.2%+36.1%1.266%
11/7/2025Maridea Wealth Management LLC13,427$449K0.1%N/A0.244%
11/7/2025 Wealthcare Advisory Partners LLC30,720$995K0.0%N/A0.559%
11/6/2025Assetmark Inc.172,444$5.59M0.0%+3.3%3.135%
11/6/2025Atria Investments Inc261,624$8.47M0.1%-8.2%4.757%
11/6/2025 Prospera Financial Services Inc50,751$1.64M0.0%+2.3%0.923%
11/5/2025 Kraft Davis & Associates LLC60,656$2.04M0.5%-0.7%1.113%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
11/5/2025Envestnet Asset Management Inc.50,006$1.62M0.0%+53.8%0.918%
11/4/2025TFB Advisors LLC6,275$209K0.1%N/A0.115%
11/4/2025Mutual Advisors LLC22,211$742K0.0%N/A0.408%
11/3/2025 Golden State Wealth Management LLC3,496$113K0.0%N/A0.064%
11/3/2025Foundations Investment Advisors LLC10,918$354K0.0%+55.9%0.200%
11/3/2025AE Wealth Management LLC38,859$1.26M0.0%+5.4%0.713%
10/29/2025Merkkuri Wealth Advisors LLC63,568$2.06M1.5%+8.2%1.166%
10/29/2025Arkadios Wealth Advisors7,509$243K0.0%N/A0.138%
10/28/2025Morey & Quinn Wealth Partners LLC18,274$592K0.4%+104.3%0.335%
10/23/2025 Strategic Blueprint LLC17,579$569K0.0%+30.0%0.326%


ILDR Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of First Trust Innovation Leaders ETF. The most heavily invested institutionals were LPL Financial LLC ($56.02M), Atria Investments Inc ($8.67M), Mariner LLC ($8.61M), Cetera Investment Advisers ($8.13M), Patriot Financial Group Insurance Agency LLC ($6.96M), Assetmark Inc. ($6.95M), and HBW Advisory Services LLC ($4.42M).Learn more on First Trust Innovation Leaders ETF's institutional investors.

Of the 74 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: LPL Financial LLC ($450.30K), HBW Advisory Services LLC ($285.76K), Patriot Financial Group Insurance Agency LLC ($233.68K), Assetmark Inc. ($233.22K), Cetera Investment Advisers ($182.06K), Mach 1 Financial Group LLC ($122.01K), and Citadel Advisors LLC ($121.41K).

Institutional investors have bought a total of 2,661,022 shares in the last 24 months. This purchase volume represents approximately $84.08M in transactions.

Of the 24 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 ($186.29K), HBW Advisory Services LLC ($112.64K), Flow Traders U.S. LLC ($34.85K), Wealth Watch Advisors INC ($29.56K), Thurston Springer Miller Herd & Titak Inc. ($26.59K), Mariner LLC ($23.82K), and Jane Street Group LLC ($22.94K).

Institutional investors have sold a total of 508,090 shares in the last 24 months. This volume of shares sold represents approximately $15.78M in transactions.


Related Companies

This page (NYSEARCA:ILDR) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel