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Arkadios Wealth Advisors’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Arkadios Wealth Advisors’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 		$255K Buy
+6,494
New +$235K ﹤0.01% 1495
2026
Q1 		– Sell
-6,611
Closed -$218K – 1748
2025
Q4 		$218K Sell
6,611
-898
-12% -$29.8K ﹤0.01% 1410
2025
Q3 		$243K Buy
+7,509
New +$230K 0.01% 1255

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

Arkadios Wealth Advisors's ILDR Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in First Trust Innovation Leaders ETF (ILDR) in Q2 2026: 6,494 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in ILDR as recently as Q4 2025.

Arkadios Wealth Advisors first reported a position in ILDR in Q3 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Arkadios Wealth Advisors held 6,494 shares of First Trust Innovation Leaders ETF worth $255K as of Q2 2026.
  • First Trust Innovation Leaders ETF was a new Arkadios Wealth Advisors position in Q2 2026.
  • First Trust Innovation Leaders ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1495 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.