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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
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 $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 $9.98B AUM 26.5% 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 $58.2B AUM 22.78% 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

Harbour Investments's ILDR Position: Q1 2026 in Review

Harbour Investments increased its First Trust Innovation Leaders ETF (ILDR) stake by 471% in Q1 2026, buying an estimated $3.16M and bringing the position to 120,237 shares worth $3.58M. The position accounts for 0.06% of the portfolio, ranked #321.

Harbour Investments first reported a position in ILDR in Q4 2021 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Harbour Investments held 120,237 shares of First Trust Innovation Leaders ETF worth $3.58M as of Q1 2026.
  • Harbour Investments bought 99,169 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $3.16M.
  • First Trust Innovation Leaders ETF made up 0.06% of Harbour Investments's portfolio in Q1 2026, its #321 holding.
  • Harbour Investments first reported a position in First Trust Innovation Leaders ETF in Q4 2021 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.