Creative Financial Designs’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Creative Financial Designs’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	$1.67M	Sell	56,160 -14,654	-21%	-$467K	0.1%	168
2025 Q4	$2.34M	Buy	70,814 +1,204	+2%	+$40K	0.15%	129
2025 Q3	$2.25M	Buy	69,610 +18,470	+36%	+$565K	0.15%	129
2025 Q2	$1.51M	Buy	51,140 +2,346	+5%	+$59.7K	0.11%	160
2025 Q1	$1.14M	Sell	48,794 -9,506	-16%	-$248K	0.09%	181
2024 Q4	$1.49M	Buy	58,300 +8,502	+17%	+$218K	0.12%	143
2024 Q3	$1.21M	Buy	49,798 +1,899	+4%	+$44.2K	0.1%	169
2024 Q2	$1.12M	Buy	47,899 +1,024	+2%	+$22.6K	0.1%	164
2024 Q1	$1.05M	Buy	46,875 +33,794	+258%	+$716K	0.1%	162
2023 Q4	$258K	Buy	13,081 +5,459	+72%	+$98.3K	0.03%	339
2023 Q3	$131K	Buy	7,622 +4,152	+120%	+$74.8K	0.02%	444
2023 Q2	$63.1K	Buy	3,470 +3,000	+638%	+$50.3K	0.01%	580
2023 Q1	$7.59K	Hold	470	–	–	﹤0.01%	1023
2022 Q4	$6.66K	Hold	470	–	–	﹤0.01%	981
2022 Q3	$7K	Buy	470 +300	+176%	+$4.58K	﹤0.01%	962
2022 Q2	$2K	Buy	+170	New	+$2.64K	﹤0.01%	1122

Other funds holding ILDR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's ILDR Position: Q1 2026 in Review

Creative Financial Designs reduced its First Trust Innovation Leaders ETF (ILDR) stake by 21% in Q1 2026, selling an estimated $467K and leaving 56,160 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #168.

Creative Financial Designs first reported a position in ILDR in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

Creative Financial Designs held 56,160 shares of First Trust Innovation Leaders ETF worth $1.67M as of Q1 2026.
Creative Financial Designs sold 14,654 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $467K.
First Trust Innovation Leaders ETF made up 0.1% of Creative Financial Designs's portfolio in Q1 2026, its #168 holding.
Creative Financial Designs first reported a position in First Trust Innovation Leaders ETF in Q2 2022 and has held it in 16 quarters since.
Creative Financial Designs's First Trust Innovation Leaders ETF position peaked at $2.34M in Q4 2025.
83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.