First Trust Innovation LeadeILDRETF

13F holders, Q1 2024 (March 31)
16holders
1famous investor
$22.34avg. 13F price*

At the end of Q1 2024, 16 institutions reported holding First Trust Innovation Leade (ILDR) in their 13F filings. The largest holders were Atria Investments, Inc ($15.0M), Mariner, LLC ($14.9M) and U.S. Capital Wealth Advisors, LLC ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Innovation Leade
CUSIP
33740F565
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 16Q1 2024Q2 2024: 18Q2 2024Q3 2024: 20Q3 2024Q4 2024: 25Q4 2024Q1 2025: 35Q1 2025Q2 2025: 49Q2 2025Q3 2025: 68Q3 2025Q4 2025: 80Q4 2025Q1 2026: 83Q1 2026Q2 2026: 94Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$1.7M
Exits2$179K

Ownership 16 holders

Atria Investments, Inc 0.21% Add +18.5% 673,602 $15.0M
Mariner, LLC 0.03% Add +17.1% 665,914 $14.9M
U.S. Capital Wealth Advisors, LLC 0.08% Add +35.9% 92,305 $2.1M
Cetera Investment Advisers 0.00% Add +24.3% 67,653 $1.5M
Citadel Advisors 0.00% New 64,676 $1.4M
Jane Street Group, LLC 0.00% Add +16.3% 51,832 $1.2M
Creative Financial Designs Inc. 0.10% Add +258.3% 46,875 $1.0M
Flow Traders U.S. LLC 0.04% Add +225.2% 35,128 $785K
Lanark Financial, Inc. 0.04% Add +10.1% 17,814 $397K
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 14,756 $330K
Osaic Holdings, Inc. 0.00% Reduce -30.8% 14,452 $323K
Cambridge Investment Research Advisors, Inc. 0.00% New 11,842 $265K
Glen Eagle Advisors, LLC 0.03% No change 6,475 $145K
Comerica Bank 0.00% No change 4,500 $101K
Key Financial Inc 0.01% New 1,240 $28K
Wolff Wiese Magana LLC 0.00% No change 44 $983

"% of holder's portfolio" is ILDR's weight in each manager's 13F, not the share of First Trust Innovation Leade the manager owns.