First Trust Innovation LeadeILDRETF
13F holders, Q1 2025 (March 31)35holders +10
11new positions
1sold out
$23.30avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding First Trust Innovation Leade (ILDR) in their 13F filings, up 10 from Q4 2024. 11 opened new positions and 1 sold out. The largest holders were Atria Investments, Inc ($10.4M), Mariner, LLC ($10.3M) and HBW Advisory Services LLC ($6.3M).
- Company
- First Trust Innovation Leade
- CUSIP
- 33740F565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.5M |
| Exits | 1 | $28K |
All 13F filers, Q4 2024 → Q1 2025: 339,134 shares bought and 374,404 shares sold, net −35,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Atria Investments, Inc | 0.13% | Reduce -27.0% | 447,916 | $10.4M |
| Mariner, LLC | 0.02% | Reduce -27.4% | 442,201 | $10.3M |
| HBW Advisory Services LLC | 0.89% | Add +5.3% | 268,405 | $6.3M |
| Mach-1 Financial Group, LLC | 0.80% | New | 114,031 | $2.7M |
| Assetmark, Inc. | 0.01% | Add +16.6% | 107,678 | $2.5M |
| Wealth Watch Advisors, INC | 1.88% | Reduce -9.3% | 99,219 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 79,580 | $1.9M |
| Flow Traders U.S. LLC | 0.06% | New | 65,926 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 54,767 | $1.3M |
| Creative Financial Designs Inc. | 0.09% | Reduce -16.3% | 48,794 | $1.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | Add +11.8% | 34,103 | $795K |
| Global Assets Advisory, LLC | 0.15% | New | 34,560 | $774K |
| Jane Street Group, LLC | 0.00% | Add +88.6% | 30,309 | $707K |
| Osaic Holdings, Inc. | 0.00% | Add +3.2% | 30,302 | $707K |
| AE Wealth Management LLC | 0.01% | Add +8.7% | 29,921 | $698K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 22,963 | $536K |
| Harbour Investments, Inc. | 0.01% | Reduce -37.6% | 21,012 | $490K |
| Lanark Financial, Inc. | 0.03% | — | 17,571 | $409K |
| Maia Wealth LLC | 0.08% | New | 16,533 | $373K |
| Centric Wealth Management | 0.09% | Add +18.0% | 14,725 | $343K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.3% | 13,755 | $321K |
| Sowell Financial Services LLC | 0.01% | New | 13,525 | $315K |
| Strategic Blueprint, LLC | 0.02% | New | 12,419 | $290K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,533 | $269K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 9,950 | $232K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.5% | 9,802 | $229K |
| Glen Eagle Advisors, LLC | 0.03% | Add +13.5% | 6,855 | $160K |
| Comerica Bank | 0.00% | No change | 4,500 | $105K |
| CoreCap Advisors, LLC | 0.00% | New | 1,922 | $45K |
| Key Financial Inc | 0.01% | No change | 1,240 | $29K |
| Bank of America Corp. | 0.00% | New | 652 | $15K |
| Noble Wealth Management PBC | 0.00% | No change | 275 | $6K |
| UBS Group AG | 0.00% | Reduce -99.0% | 80 | $2K |
| Bernard Wealth Management Corp. | 0.00% | New | 75 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 44 | $1K |
"% of holder's portfolio" is ILDR's weight in each manager's 13F, not the share of First Trust Innovation Leade the manager owns.