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AmeriFlex Group’s First Trust Innovation Leaders ETF ILDR Stock Holding History

AmeriFlex Group’s Portfolio ILDR Stock Details ILDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-150
Closed -$4.47K – 1594
2026
Q1 		$4.47K Hold
150
– – ﹤0.01% 862
2025
Q4 		$4.95K Sell
150
-150
-50% -$4.98K ﹤0.01% 859
2025
Q3 		$9.72K Buy
+300
New +$9.18K ﹤0.01% 787

Other funds holding ILDR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

AmeriFlex Group's ILDR Position: Q2 2026 in Review

AmeriFlex Group sold out of First Trust Innovation Leaders ETF (ILDR) in Q2 2026, closing a stake of 150 shares — an estimated $4.47K sold.

AmeriFlex Group first reported a position in ILDR in Q3 2025 and held it in 3 quarters. The position peaked at $9.72K in Q3 2025. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • AmeriFlex Group reported no remaining First Trust Innovation Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • AmeriFlex Group sold 150 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $4.47K.
  • AmeriFlex Group first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and held it in 3 quarters.
  • AmeriFlex Group's First Trust Innovation Leaders ETF position peaked at $9.72K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.