First Trust Innovation LeadeILDRETF

13F holders, Q1 2026 (March 31)
83holders +3
13new positions
10sold out
1famous investor
$29.80avg. 13F price*

At the end of Q1 2026, 83 institutions reported holding First Trust Innovation Leade (ILDR) in their 13F filings, up 3 from Q4 2025. 13 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($49.7M), Cetera Investment Advisers ($8.1M) and Mariner, LLC ($7.2M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$9.8M
Exits10$8.8M

All 13F filers, Q4 2025 → Q1 2026: 1,438,556 shares bought and 893,050 shares sold, net +545,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

LPL Financial LLC 0.01% Reduce -1.6% 1,670,030 $49.7M
Cetera Investment Advisers 0.01% Add +142.1% 272,975 $8.1M
Mariner, LLC 0.01% Reduce -8.0% 240,234 $7.2M
Atria Investments, Inc 0.08% Reduce -8.7% 240,101 $7.2M
Patriot Financial Group Insurance Agency, LLC 0.39% Add +1675.3% 233,684 $7.0M
Assetmark, Inc. 0.01% Add +15.3% 233,218 $6.9M
Prospera Financial Services Inc 0.11% Add +462.7% 220,787 $6.6M
HBW Advisory Services LLC 0.47% Add +13.3% 148,261 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -4.8% 126,690 $3.8M
Envestnet Asset Management Inc. 0.00% Add +34.4% 126,042 $3.8M
Mach-1 Financial Group, LLC 1.29% Add +1.2% 123,511 $3.7M
Harbour Investments, Inc. 0.06% Add +470.7% 120,237 $3.6M
Kestra Private Wealth Services, LLC 0.04% New 119,160 $3.5M
Sanctuary Advisors, LLC 0.02% Add +42.4% 99,914 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -15.3% 91,058 $2.7M
Geneos Wealth Management Inc. 0.06% Reduce -4.6% 90,665 $2.7M
Maia Wealth LLC 0.45% Add +42.2% 88,708 $2.6M
Stifel Financial Corp. 0.00% New 82,514 $2.5M
Farther Finance Advisors, LLC 0.02% Add +139.0% 78,727 $2.4M
Jane Street Group, LLC 0.00% Add +489.9% 79,955 $2.4M
Maridea Wealth Management LLC 0.34% Add +4.9% 77,270 $2.3M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -2.3% 75,860 $2.3M
Wealth Watch Advisors, INC 0.92% Add +6.0% 73,868 $2.2M
Merkkuri Wealth Advisors LLC 1.36% Add +2.9% 68,805 $2.0M
Kestra Advisory Services, LLC 0.01% Add +21.7% 67,611 $2.0M
Sigma Planning Corp 0.06% Add +63.3% 67,350 $2.0M
Wealthcare Advisory Partners LLC 0.03% Add +23.1% 58,641 $1.7M
Creative Financial Designs Inc. 0.10% Reduce -20.7% 56,160 $1.7M
Citadel Advisors 0.00% Reduce -91.3% 44,388 $1.3M
Pinnacle Financial Partners, Inc. 0.01% Add +0.6% 42,289 $1.3M
Proactive Wealth Strategies LLC 0.23% Add +199.6% 41,756 $1.2M
Daymark Wealth Partners, LLC 0.04% Add +453.4% 38,061 $1.1M
AE Wealth Management LLC 0.01% Reduce -1.8% 37,091 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +25.3% 36,607 $1.1M
Macro Advisors, Inc. 0.44% — 36,128 $1.1M
Garden State Investment Advisory Services LLC 0.23% Add +165.6% 32,010 $953K
Mutual Advisors, LLC 0.02% Add +8.1% 31,124 $927K
Golden State Wealth Management, LLC 0.08% Reduce -14.1% 25,955 $773K
Legacy Wealth Managment, LLC 0.38% New 25,860 $770K
Morey & Quinn Wealth Partners, LLC 0.54% Add +13.4% 25,652 $764K
RFG Advisory, LLC 0.01% New 24,638 $734K
Pacific Excel Wealth Advisors, Inc. 0.73% Add +88.7% 23,438 $698K
Newman Dignan & Sheerar, Inc. 0.14% Add +124.9% 22,500 $670K
Strategic Blueprint, LLC 0.04% Add +12.5% 21,865 $651K
Chris Bulman Inc 0.26% Reduce -11.6% 20,038 $597K
Betterment LLC 0.00% Add +4.1% 19,737 $588K
Sowell Financial Services LLC 0.02% Add +8.9% 18,393 $548K
Brookstone Capital Management 0.01% Reduce -12.3% 17,411 $519K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.2% 17,156 $511K
Glen Eagle Advisors, LLC 0.07% Reduce -39.1% 17,078 $509K
Foundations Investment Advisors, LLC 0.01% Add +15.9% 14,591 $435K
IHT Wealth Management, LLC 0.01% New 13,260 $395K
Truist Financial Corp. 0.00% New 12,838 $382K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -20.6% 12,834 $382K
Flow Traders U.S. LLC 0.01% New 12,684 $378K
Apollon Wealth Management, LLC 0.01% New 12,555 $374K
Baird Financial Group, Inc. 0.00% New 11,966 $356K
Global Assets Advisory, LLC 0.10% No change 11,420 $340K
MML Investors Services, LLC 0.00% Add +33.5% 9,852 $293K
Centric Wealth Management 0.05% Reduce -44.5% 7,032 $247K
International Assets Investment Management, LLC 0.02% Reduce -50.2% 7,948 $241K
Triton Wealth Management, PLLC 0.08% Add +4.3% 7,344 $224K
Clear Creek Financial Management, LLC 0.02% New 6,825 $203K
Fifth Third Bancorp 0.00% Add +690.2% 5,152 $153K
TD Waterhouse Canada Inc. 0.00% Add +1432.4% 4,536 $137K
Twin Peaks Wealth Advisors, LLC 0.03% New 4,439 $132K
Triumph Capital Management 0.03% Add +320.0% 4,200 $125K
Advisory Services Network, LLC 0.00% New 1,933 $58K
Smartleaf Asset Management LLC 0.00% Add +174.4% 1,663 $47K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -81.3% 1,360 $41K
Keating Financial Advisory Services, Inc. 0.01% No change 1,342 $40K
Key Financial Inc 0.01% No change 1,240 $37K
Sound Income Strategies, LLC 0.00% No change 1,191 $36K
Morgan Stanley 0.00% New 1,123 $33K
Cwm, LLC 0.00% Reduce -1.1% 844 $25K
Capital Investment Advisory Services, LLC 0.00% Reduce -8.6% 554 $16K
Signature Equity Partners, LLC 0.01% No change 369 $11K
O'shaughnessy Asset Management, LLC 0.00% No change 307 $9K
Noble Wealth Management PBC 0.00% No change 275 $8K
Arax Advisory Partners 0.00% No change 152 $5K
Ameriflex Group, Inc. 0.00% No change 150 $4K
Bernard Wealth Management Corp. 0.00% No change 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.