Bank of Montreal
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Bank of Montreal’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-11,253
Closed -$274K – 3741
2024
Q3 		$274K Buy
+11,253
New +$262K ﹤0.01% 2841
2024
Q1 		– Sell
-9,862
Closed -$169K – 4101
2023
Q4 		$169K Buy
+9,862
New +$178K ﹤0.01% 3192

Other funds holding ILDR

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Bank of Montreal's ILDR Position: Q4 2024 in Review

Bank of Montreal sold out of First Trust Innovation Leaders ETF (ILDR) in Q4 2024, closing a stake of 11,253 shares — an estimated $274K sold.

Bank of Montreal first reported a position in ILDR in Q4 2023 and held it in 2 quarters. The position peaked at $274K in Q3 2024. 25 funds tracked by Wall St. Rank hold ILDR as of Q4 2024.

  • Bank of Montreal reported no remaining First Trust Innovation Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 11,253 First Trust Innovation Leaders ETF shares in Q4 2024, an estimated $274K.
  • Bank of Montreal first reported a position in First Trust Innovation Leaders ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's First Trust Innovation Leaders ETF position peaked at $274K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.