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Daymark Wealth Partners’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Daymark Wealth Partners’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 		$1.83M Buy
46,638
+8,577
+23% +$310K 0.04% 260
2026
Q1 		$1.13M Buy
38,061
+31,184
+453% +$993K 0.04% 278
2025
Q4 		$227K Buy
+6,877
New +$228K 0.01% 561

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 22.96% 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

Daymark Wealth Partners's ILDR Position: Q2 2026 in Review

Daymark Wealth Partners increased its First Trust Innovation Leaders ETF (ILDR) stake by 23% in Q2 2026, buying an estimated $310K and bringing the position to 46,638 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #260.

Daymark Wealth Partners first reported a position in ILDR in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Daymark Wealth Partners held 46,638 shares of First Trust Innovation Leaders ETF worth $1.83M as of Q2 2026.
  • Daymark Wealth Partners bought 8,577 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $310K.
  • First Trust Innovation Leaders ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #260 holding.
  • Daymark Wealth Partners first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.