HBW Advisory Services’s First Trust Innovation Leaders ETF ILDR Stock Holding History

HBW 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 Q3	$9.1M	Buy	230,259 +58,943	+34%	+$2.27M	0.9%	23
2026 Q2	$6.72M	Buy	171,316 +23,055	+16%	+$834K	0.61%	36
2026 Q1	$4.42M	Buy	148,261 +17,357	+13%	+$553K	0.47%	47
2025 Q4	$4.32M	Sell	130,904 -24,440	-16%	-$811K	0.47%	43
2025 Q3	$5.03M	Sell	155,344 -88,203	-36%	-$2.7M	0.57%	32
2025 Q2	$7.17M	Sell	243,547 -24,858	-9%	-$632K	0.88%	22
2025 Q1	$6.26M	Buy	268,405 +13,379	+5%	+$349K	0.89%	22
2024 Q4	$6.51M	Buy	255,026 +1,281	+0.5%	+$32.9K	0.67%	23
2024 Q3	$6.18M	Buy	+253,745	New	+$5.9M	0.9%	20

Other funds holding ILDR

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

HBW Advisory Services's ILDR Position: Q3 2026 in Review

HBW Advisory Services increased its First Trust Innovation Leaders ETF (ILDR) stake by 34% in Q3 2026, buying an estimated $2.27M and bringing the position to 230,259 shares worth $9.1M. The position accounts for 0.9% of the portfolio, ranked #23.

HBW Advisory Services first reported a position in ILDR in Q3 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold ILDR as of Q3 2026.

HBW Advisory Services held 230,259 shares of First Trust Innovation Leaders ETF worth $9.1M as of Q3 2026.
HBW Advisory Services bought 58,943 First Trust Innovation Leaders ETF shares in Q3 2026, an estimated $2.27M.
First Trust Innovation Leaders ETF made up 0.9% of HBW Advisory Services's portfolio in Q3 2026, its #23 holding.
HBW Advisory Services first reported a position in First Trust Innovation Leaders ETF in Q3 2024 and has held it in 9 quarters since.
17 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.