First Trust Innovation LeadeILDRETF
13F holders, Q4 2025 (December 31)80holders +12
14new positions
6sold out
1famous investor
$32.98avg. 13F price*
At the end of Q4 2025, 80 institutions reported holding First Trust Innovation Leade (ILDR) in their 13F filings, up 12 from Q3 2025. 14 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($56.0M), Citadel Advisors ($16.8M) and Atria Investments, Inc ($8.7M). 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.8M |
| Exits | 6 | $3.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,541,794 shares bought and 171,410 shares sold, net +1,370,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| LPL Financial LLC | 0.02% | Add +36.1% | 1,698,125 | $56.0M |
| Citadel Advisors | 0.01% | Add +320.1% | 509,991 | $16.8M |
| Atria Investments, Inc | 0.10% | Add +0.5% | 262,910 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -0.6% | 261,070 | $8.6M |
| Assetmark, Inc. | 0.01% | Add +17.3% | 202,229 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +26.3% | 133,007 | $4.4M |
| HBW Advisory Services LLC | 0.47% | Reduce -15.7% | 130,904 | $4.3M |
| Mach-1 Financial Group, LLC | 0.83% | New | 122,013 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +9.2% | 112,771 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +157.3% | 107,563 | $3.5M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.2% | 95,031 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +87.5% | 93,753 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -2.1% | 77,665 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.0% | 76,984 | $2.5M |
| Maridea Wealth Management LLC | 0.37% | Add +448.5% | 73,645 | $2.4M |
| Creative Financial Designs Inc. | 0.15% | Add +1.7% | 70,814 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +75.8% | 70,183 | $2.3M |
| Wealth Watch Advisors, INC | 0.85% | Reduce -2.9% | 69,659 | $2.3M |
| Merkkuri Wealth Advisors LLC | 1.50% | Add +5.1% | 66,838 | $2.2M |
| GeoWealth Management, LLC | 0.08% | Add +42.4% | 64,067 | $2.1M |
| Kraft, Davis & Associates, LLC | 0.46% | Add +0.1% | 60,709 | $2.1M |
| Maia Wealth LLC | 0.33% | Add +58.4% | 62,376 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +139.3% | 55,544 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +55.1% | 47,645 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 42,045 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +0.2% | 41,240 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -22.7% | 39,239 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -2.8% | 37,757 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +4951.7% | 32,937 | $1.1M |
| Golden State Wealth Management, LLC | 0.11% | Add +764.6% | 30,226 | $997K |
| Commonwealth Equity Services, LLC | 0.00% | Add +116.7% | 29,223 | $964K |
| Mutual Advisors, LLC | 0.02% | Add +29.6% | 28,792 | $950K |
| Glen Eagle Advisors, LLC | 0.13% | Add +26.1% | 28,044 | $925K |
| Chris Bulman Inc | 0.33% | Add +55.0% | 22,665 | $748K |
| Morey & Quinn Wealth Partners, LLC | 0.54% | Add +23.8% | 22,619 | $746K |
| Harbour Investments, Inc. | 0.01% | Add +0.8% | 21,068 | $695K |
| Apeiron RIA LLC | 0.14% | Add +10.3% | 20,586 | $679K |
| Brookstone Capital Management | 0.01% | Add +55.6% | 19,844 | $655K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +127.7% | 19,757 | $652K |
| Strategic Blueprint, LLC | 0.04% | Add +10.5% | 19,429 | $641K |
| Betterment LLC | 0.00% | Add +10.8% | 18,957 | $625K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.2% | 16,894 | $557K |
| Redhawk Wealth Advisors, Inc. | 0.06% | No change | 16,172 | $534K |
| International Assets Investment Management, LLC | 0.04% | New | 15,961 | $527K |
| Proactive Wealth Strategies LLC | 0.18% | New | 13,938 | $460K |
| Jane Street Group, LLC | 0.00% | Reduce -61.3% | 13,555 | $447K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 13,163 | $434K |
| &partners | 0.00% | Add +8.0% | 13,031 | $432K |
| Centric Wealth Management | 0.09% | Reduce -16.3% | 12,676 | $418K |
| Foundations Investment Advisors, LLC | 0.01% | Add +15.3% | 12,591 | $415K |
| Simplicity Wealth,LLC | 0.02% | New | 12,553 | $414K |
| Pacific Excel Wealth Advisors, Inc. | 0.77% | — | 12,418 | $410K |
| Garden State Investment Advisory Services LLC | 0.09% | New | 12,050 | $398K |
| Global Assets Advisory, LLC | 0.11% | Reduce -0.9% | 11,420 | $377K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Add +3.1% | 10,003 | $330K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -19.1% | 8,183 | $270K |
| MML Investors Services, LLC | 0.00% | Reduce -46.9% | 7,377 | $243K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +105.4% | 7,268 | $240K |
| Daymark Wealth Partners, LLC | 0.01% | New | 6,877 | $227K |
| Triton Wealth Management, PLLC | 0.08% | New | 7,044 | $225K |
| Arkadios Wealth Advisors | 0.00% | Reduce -12.0% | 6,611 | $218K |
| Comerica Bank | 0.00% | No change | 4,500 | $148K |
| Bank of America Corp. | 0.00% | No change | 2,794 | $92K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,342 | $44K |
| Key Financial Inc | 0.01% | No change | 1,240 | $41K |
| Sound Income Strategies, LLC | 0.00% | New | 1,191 | $40K |
| Triumph Capital Management | 0.01% | New | 1,000 | $33K |
| Cwm, LLC | 0.00% | No change | 853 | $28K |
| Fifth Third Bancorp | 0.00% | No change | 652 | $22K |
| Smartleaf Asset Management LLC | 0.00% | New | 606 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 606 | $20K |
| Signature Equity Partners, LLC | 0.01% | — | 369 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 307 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | New | 296 | $10K |
| Noble Wealth Management PBC | 0.00% | No change | 275 | $9K |
| Arax Advisory Partners | 0.00% | New | 152 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 150 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 75 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 44 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -94.0% | 14 | $462 |
"% of holder's portfolio" is ILDR's weight in each manager's 13F, not the share of First Trust Innovation Leade the manager owns.