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First Trust Innovation Leaders ETF (ILDR) Institutional Ownership

First Trust Innovation Leaders ETF logo
$39.78 -0.17 (-0.43%)
As of 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)
61
Total
Institutional Inflows
(last 12 months)
$75.45M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$9.20M
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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
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%
5/13/2026 Cetera Investment Advisers272,975$8.13M0.0%+142.1%3.900%
5/7/2026Legacy Wealth Managment LLC ID25,860$770K0.4%N/A0.369%
5/6/2026 Assetmark Inc.233,218$6.95M0.0%+15.3%3.332%
5/5/2026 Geneos 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%
5/5/2026 Sigma 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%
5/1/2026 Fifth Third Bancorp5,152$153K0.0%+690.2%0.074%
5/1/2026 Triton Wealth Management PLLC7,344$224K0.1%+4.3%0.105%
4/30/2026 Kestra 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%
4/22/2026 Merkkuri Wealth Advisors LLC68,805$2.05M1.4%+2.9%0.983%
4/21/2026 Maridea Wealth Management LLC77,270$2.30M0.3%+4.9%1.104%
4/20/2026 Kestra 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%
2/18/2026 Maia Wealth LLC62,376$1.94M0.3%+58.4%0.911%
2/17/2026 Cetera Investment Advisers112,771$3.72M0.0%+9.2%1.646%
2/17/2026Wealth Watch Advisors INC69,659$2.30M0.9%-2.9%1.017%
2/17/2026 GeoWealth 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%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC55,544$1.83M0.0%+139.3%0.811%
2/13/2026 Arkadios 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%
2/12/2026 Commonwealth 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%
2/11/2026 LPL Financial LLC1,698,125$56.02M0.0%+36.1%24.790%
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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%
2/6/2026 Mach 1 Financial Group LLC122,013$4.03M0.8%N/A1.781%
2/6/2026 Creative Financial Designs Inc. ADV70,814$2.34M0.1%+1.7%1.034%
2/5/2026 Triton Wealth Management PLLC7,044$225K0.1%N/A0.103%
2/5/2026 Proactive Wealth Strategies LLC13,938$460K0.2%N/A0.203%
2/5/2026 Atria Investments Inc262,910$8.67M0.1%+0.5%3.838%
2/4/2026 Centric 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%
1/30/2026 Simplicity 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%
1/29/2026 Merkkuri Wealth Advisors LLC66,838$2.21M1.5%+5.1%0.983%
1/28/2026 Geneos Wealth Management Inc.95,031$3.14M0.1%+1.2%1.398%
1/27/2026 Morey & 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%
1/23/2026 Assetmark 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%
1/13/2026 Signal Advisors Wealth LLC8,183$270K0.0%-19.1%0.123%
1/12/2026 Daymark Wealth Partners LLC6,877$227K0.0%N/A0.103%
1/8/2026 Maridea 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%
11/17/2025 Integrated 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%
11/14/2025 Maia Wealth LLC39,388$1.33M0.2%+14.9%0.716%
11/13/2025 GeoWealth 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%
11/12/2025 Creative Financial Designs Inc. ADV69,610$2.26M0.2%+36.1%1.266%
11/7/2025 Maridea Wealth Management LLC13,427$449K0.1%N/A0.244%
11/7/2025 Wealthcare Advisory Partners LLC30,720$995K0.0%N/A0.559%
11/6/2025 Assetmark Inc.172,444$5.59M0.0%+3.3%3.135%
11/6/2025 Atria 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%
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11/5/2025 Envestnet Asset Management Inc.50,006$1.62M0.0%+53.8%0.918%
11/4/2025 TFB 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%
11/3/2025 AE Wealth Management LLC38,859$1.26M0.0%+5.4%0.713%
10/29/2025 Merkkuri Wealth Advisors LLC63,568$2.06M1.5%+8.2%1.166%
10/29/2025 Arkadios Wealth Advisors7,509$243K0.0%N/A0.138%
10/28/2025 Morey & 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 2,367,666 shares in the last 24 months. This purchase volume represents approximately $75.45M in transactions.

Of the 21 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: HBW Advisory Services LLC ($112.64K), Thurston Springer Miller Herd & Titak Inc. ($26.59K), Mariner LLC ($23.82K), Atria Investments Inc ($23.50K), Jane Street Group LLC ($21.43K), Wealth Watch Advisors INC ($17.65K), and Prospera Financial Services Inc ($11.51K).

Institutional investors have sold a total of 284,447 shares in the last 24 months. This volume of shares sold represents approximately $9.20M in transactions.


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Institutional ownership data for NYSEARCA:ILDR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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