Excelsior Advisor Network’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Excelsior Advisor Network’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	$227K	Buy	+5,783	New	+$209K	0.03%	411

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

Excelsior Advisor Network's ILDR Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in First Trust Innovation Leaders ETF (ILDR) in Q2 2026: 5,783 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #411 among its holdings.

94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

Excelsior Advisor Network held 5,783 shares of First Trust Innovation Leaders ETF worth $227K as of Q2 2026.
First Trust Innovation Leaders ETF was a new Excelsior Advisor Network position in Q2 2026.
First Trust Innovation Leaders ETF made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #411 holding.
94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.