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Foundations Investment Advisors’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Foundations Investment Advisors’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 		$435K Buy
14,591
+2,000
+16% +$63.7K 0.01% 757
2025
Q4 		$415K Buy
12,591
+1,673
+15% +$55.5K 0.01% 776
2025
Q3 		$354K Buy
10,918
+3,913
+56% +$120K 0.01% 778
2025
Q2 		$206K Buy
+7,005
New +$178K ﹤0.01% 875

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

Foundations Investment Advisors's ILDR Position: Q1 2026 in Review

Foundations Investment Advisors increased its First Trust Innovation Leaders ETF (ILDR) stake by 16% in Q1 2026, buying an estimated $63.7K and bringing the position to 14,591 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #757.

Foundations Investment Advisors first reported a position in ILDR in Q2 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Foundations Investment Advisors held 14,591 shares of First Trust Innovation Leaders ETF worth $435K as of Q1 2026.
  • Foundations Investment Advisors bought 2,000 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $63.7K.
  • First Trust Innovation Leaders ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #757 holding.
  • Foundations Investment Advisors first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.