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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
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

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Mariner
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AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's ILDR Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of First Trust Innovation Leaders ETF (ILDR) in Q1 2026, closing a stake of 6,611 shares — an estimated $218K sold.

Arkadios Wealth Advisors first reported a position in ILDR in Q3 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining First Trust Innovation Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 6,611 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $218K.
  • Arkadios Wealth Advisors first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and held it in 2 quarters.
  • Arkadios Wealth Advisors's First Trust Innovation Leaders ETF position peaked at $243K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.