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Harbour Investments’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Harbour Investments’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 		$5M Buy
127,470
+7,233
+6% +$262K 0.07% 272
2026
Q1 		$3.58M Buy
120,237
+99,169
+471% +$3.16M 0.06% 321
2025
Q4 		$695K Buy
21,068
+169
+0.8% +$5.61K 0.01% 731
2025
Q3 		$677K Buy
20,899
+1,652
+9% +$50.6K 0.02% 703
2025
Q2 		$567K Sell
19,247
-1,765
-8% -$44.9K 0.01% 725
2025
Q1 		$490K Sell
21,012
-12,641
-38% -$329K 0.01% 721
2024
Q4 		$859K Buy
33,653
+683
+2% +$17.5K 0.02% 520
2024
Q3 		$803K Buy
32,970
+32,820
+21,880% +$764K 0.02% 522
2024
Q2 		$3.52K Buy
+150
New +$3.32K ﹤0.01% 2638
2022
Q4 		– Sell
-220
Closed -$3K – 3054
2022
Q3 		$3K Hold
220
– – ﹤0.01% 2326
2022
Q2 		$3K Buy
+220
New +$3.42K ﹤0.01% 2326
2021
Q4 		$5K Buy
+220
New +$4.9K ﹤0.01% 2172

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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Harbour Investments's ILDR Position: Q2 2026 in Review

Harbour Investments increased its First Trust Innovation Leaders ETF (ILDR) stake by 6% in Q2 2026, buying an estimated $262K and bringing the position to 127,470 shares worth $5M. The position accounts for 0.07% of the portfolio, ranked #272.

Harbour Investments first reported a position in ILDR in Q4 2021 and has held it in 12 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Harbour Investments held 127,470 shares of First Trust Innovation Leaders ETF worth $5M as of Q2 2026.
  • Harbour Investments bought 7,233 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $262K.
  • First Trust Innovation Leaders ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #272 holding.
  • Harbour Investments first reported a position in First Trust Innovation Leaders ETF in Q4 2021 and has held it in 12 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.