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 Q2	$2.28M	Buy	58,184 +2,024	+4%	+$73.3K	0.11%	172
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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Creative Financial Designs's ILDR Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Innovation Leaders ETF (ILDR) stake by 3.6% in Q2 2026, buying an estimated $73.3K and bringing the position to 58,184 shares worth $2.28M. The position accounts for 0.11% of the portfolio, ranked #172.

Creative Financial Designs first reported a position in ILDR in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.34M in Q4 2025. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

Creative Financial Designs held 58,184 shares of First Trust Innovation Leaders ETF worth $2.28M as of Q2 2026.
Creative Financial Designs bought 2,024 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $73.3K.
First Trust Innovation Leaders ETF made up 0.11% of Creative Financial Designs's portfolio in Q2 2026, its #172 holding.
Creative Financial Designs first reported a position in First Trust Innovation Leaders ETF in Q2 2022 and has held it in 17 quarters since.
Creative Financial Designs's First Trust Innovation Leaders ETF position peaked at $2.34M in Q4 2025.
95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.