CB
ILDR icon

Chris Bulman’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Chris Bulman’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 		$847K Buy
21,570
+1,532
+8% +$55.4K 0.31% 56
2026
Q1 		$597K Sell
20,038
-2,627
-12% -$83.6K 0.26% 70
2025
Q4 		$748K Buy
22,665
+8,039
+55% +$267K 0.33% 61
2025
Q3 		$474K Buy
+14,626
New +$448K 0.24% 70

Other funds holding ILDR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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 $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Chris Bulman's ILDR Position: Q2 2026 in Review

Chris Bulman increased its First Trust Innovation Leaders ETF (ILDR) stake by 7.6% in Q2 2026, buying an estimated $55.4K and bringing the position to 21,570 shares worth $847K. The position accounts for 0.31% of the portfolio, ranked #56.

Chris Bulman first reported a position in ILDR in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Chris Bulman held 21,570 shares of First Trust Innovation Leaders ETF worth $847K as of Q2 2026.
  • Chris Bulman bought 1,532 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $55.4K.
  • First Trust Innovation Leaders ETF made up 0.31% of Chris Bulman's portfolio in Q2 2026, its #56 holding.
  • Chris Bulman first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.