AI
ILDR icon

Atria Investments’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Atria Investments’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 		$7.72M Sell
196,605
-43,496
-18% -$1.57M 0.08% 273
2026
Q1 		$7.15M Sell
240,101
-22,809
-9% -$726K 0.08% 272
2025
Q4 		$8.67M Buy
262,910
+1,286
+0.5% +$42.7K 0.1% 225
2025
Q3 		$8.47M Sell
261,624
-23,498
-8% -$719K 0.1% 233
2025
Q2 		$8.39M Sell
285,122
-162,794
-36% -$4.14M 0.1% 232
2025
Q1 		$10.4M Sell
447,916
-165,862
-27% -$4.32M 0.13% 177
2024
Q4 		$15.7M Sell
613,778
-8,164
-1% -$210K 0.2% 104
2024
Q3 		$15.2M Sell
621,942
-42,948
-6% -$999K 0.19% 115
2024
Q2 		$15.6M Sell
664,890
-8,712
-1% -$193K 0.2% 99
2024
Q1 		$15M Buy
673,602
+105,112
+18% +$2.23M 0.21% 103
2023
Q4 		$11.2M Buy
568,490
+12,221
+2% +$220K 0.17% 137
2023
Q3 		$9.56M Buy
+556,269
New +$10M 0.17% 136

Other funds holding ILDR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM

Atria Investments's ILDR Position: Q2 2026 in Review

Atria Investments reduced its First Trust Innovation Leaders ETF (ILDR) stake by 18% in Q2 2026, selling an estimated $1.57M and leaving 196,605 shares worth $7.72M. The position accounts for 0.08% of the portfolio, ranked #273.

Atria Investments first reported a position in ILDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.7M in Q4 2024. 42 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Atria Investments held 196,605 shares of First Trust Innovation Leaders ETF worth $7.72M as of Q2 2026.
  • Atria Investments sold 43,496 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $1.57M.
  • First Trust Innovation Leaders ETF made up 0.08% of Atria Investments's portfolio in Q2 2026, its #273 holding.
  • Atria Investments first reported a position in First Trust Innovation Leaders ETF in Q3 2023 and has held it in 12 quarters since.
  • Atria Investments's First Trust Innovation Leaders ETF position peaked at $15.7M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.