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Garden State Investment Advisory Services’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Garden State Investment Advisory Services’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 		$953K Buy
32,010
+19,960
+166% +$635K 0.21% 95
2025
Q4 		$398K Buy
+12,050
New +$400K 0.09% 191

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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

Garden State Investment Advisory Services's ILDR Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its First Trust Innovation Leaders ETF (ILDR) stake by 166% in Q1 2026, buying an estimated $635K and bringing the position to 32,010 shares worth $953K. The position accounts for 0.21% of the portfolio, ranked #95.

Garden State Investment Advisory Services first reported a position in ILDR in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Garden State Investment Advisory Services held 32,010 shares of First Trust Innovation Leaders ETF worth $953K as of Q1 2026.
  • Garden State Investment Advisory Services bought 19,960 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $635K.
  • First Trust Innovation Leaders ETF made up 0.21% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #95 holding.
  • Garden State Investment Advisory Services first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.