Centric Wealth Management’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
15,312
+587
+4% +$17.6K 0.11% 120
2025
Q1
$343K Buy
14,725
+2,247
+18% +$52.4K 0.09% 129
2024
Q4
$319K Buy
12,478
+3,141
+34% +$80.2K 0.09% 139
2024
Q3
$242K Buy
9,337
+334
+4% +$8.65K 0.06% 155
2024
Q2
$205K Buy
+9,003
New +$205K 0.06% 156