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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
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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chris Bulman's ILDR Position: Q1 2026 in Review

Chris Bulman reduced its First Trust Innovation Leaders ETF (ILDR) stake by 12% in Q1 2026, selling an estimated $83.6K and leaving 20,038 shares worth $597K. The position accounts for 0.26% of the portfolio, ranked #70.

Chris Bulman first reported a position in ILDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $748K in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Chris Bulman held 20,038 shares of First Trust Innovation Leaders ETF worth $597K as of Q1 2026.
  • Chris Bulman sold 2,627 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $83.6K.
  • First Trust Innovation Leaders ETF made up 0.26% of Chris Bulman's portfolio in Q1 2026, its #70 holding.
  • Chris Bulman first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • Chris Bulman's First Trust Innovation Leaders ETF position peaked at $748K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.