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First Trust Innovation Leaders ETF (ILDR) Institutional Ownership

First Trust Innovation Leaders ETF logo
$38.24 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Innovation Leaders ETF (NYSEARCA:ILDR)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$85.08M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.55M
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ILDR Institutional Buying and Selling by Quarter

First Trust Innovation Leaders ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/4/2026HBW Advisory Services LLC148,261$4.42M0.5%+13.3%2.118%
5/2/2026International Assets Investment Management LLC7,948$241K0.0%-50.2%0.114%
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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%
4/23/2026Apollon Wealth Management LLC12,555$374K0.0%N/A0.179%
4/22/2026Patriot 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%
4/20/2026RFG Advisory LLC24,638$734K0.0%N/A0.352%
4/17/2026Brookstone Capital Management17,411$518K0.0%-12.3%0.249%
2/18/2026Pacific 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%
2/13/2026Golden State Wealth Management LLC30,226$997K0.1%+764.6%0.441%
2/12/2026Jane Street Group LLC13,555$447K0.0%-61.3%0.198%
2/12/2026Triumph 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%
2/10/2026Foundations Investment Advisors LLC12,591$415K0.0%+15.3%0.184%
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2/9/2026Prospera 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%
2/3/2026Apeiron RIA LLC20,586$679K0.1%+10.3%0.301%
2/3/2026International 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%
1/30/2026Strategic 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%
1/26/2026Patriot Financial Group Insurance Agency LLC13,163$434K0.1%N/A0.194%
1/23/2026Farther 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%
1/23/2026HBW 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%
1/21/2026Sound Income Strategies LLC1,191$40K0.0%N/A0.018%
1/21/2026Sowell Financial Services LLC16,894$557K0.0%-2.2%0.252%
1/20/2026Thurston Springer Miller Herd & Titak Inc.7,268$240K0.1%+105.4%0.108%
1/15/2026Brookstone Capital Management19,844$655K0.0%+55.6%0.296%
1/14/2026Chris Bulman Inc22,665$748K0.3%+55.0%0.341%
1/14/2026Wealthcare 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%
12/23/2025Triumph Capital Management4,200$136K0.0%N/A0.076%
11/17/2025Triumph 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%
11/13/2025PFG 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%
11/7/2025Wealthcare 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%
11/6/2025Prospera Financial Services Inc50,751$1.64M0.0%+2.3%0.923%
11/5/2025Kraft Davis & Associates LLC60,656$2.04M0.5%-0.7%1.113%
11/5/2025Envestnet Asset Management Inc.50,006$1.62M0.0%+53.8%0.918%
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11/4/2025TFB Advisors LLC6,275$209K0.1%N/A0.115%
11/4/2025Mutual Advisors LLC22,211$742K0.0%N/A0.408%
11/3/2025Golden 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%
10/23/2025Strategic Blueprint LLC17,579$569K0.0%+30.0%0.326%
10/22/2025Geneos Wealth Management Inc.93,919$3.04M0.1%+1,741.5%1.739%


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 2,694,860 shares in the last 24 months. This purchase volume represents approximately $85.08M 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), Thurston Springer Miller Herd & Titak Inc. ($30.57K), Wealth Watch Advisors INC ($29.56K), Mariner LLC ($23.82K), and Global Assets Advisory LLC ($23.04K).

Institutional investors have sold a total of 534,604 shares in the last 24 months. This volume of shares sold represents approximately $16.55M in transactions.


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This page (NYSEARCA:ILDR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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