Avantax Advisory Services’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Avantax Advisory Services's ILDR Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Innovation Leaders ETF (ILDR) stake by 203% in Q2 2025, buying an estimated $596K and bringing the position to 34,961 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1154.

Avantax Advisory Services first reported a position in ILDR in Q1 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold ILDR as of Q2 2025.

• Avantax Advisory Services held 34,961 shares of First Trust Innovation Leaders ETF worth $1.03M as of Q2 2025.
• Avantax Advisory Services bought 23,428 First Trust Innovation Leaders ETF shares in Q2 2025, an estimated $596K.
• First Trust Innovation Leaders ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1154 holding.
• Avantax Advisory Services first reported a position in First Trust Innovation Leaders ETF in Q1 2025 and has held it in 2 quarters since.
• 49 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.