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

IFP 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
2023 Q1	–	Sell	-1,763	Closed	-$36K	–	3896
2022 Q4	$36K	Hold	1,763	–	–	﹤0.01%	2461
2022 Q3	$36K	Hold	1,763	–	–	﹤0.01%	2635
2022 Q2	$36K	Hold	1,763	–	–	﹤0.01%	2397
2022 Q1	$36K	Buy	+1,763	New	+$33K	﹤0.01%	2397

Other funds holding ILDR

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

IFP Advisors's ILDR Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Innovation Leaders ETF (ILDR) in Q1 2023, closing a stake of 1,763 shares — an estimated $36K sold.

IFP Advisors first reported a position in ILDR in Q1 2022 and held it in 4 quarters. The position peaked at $36K in Q4 2022. 11 funds tracked by Wall St. Rank hold ILDR as of Q1 2023.

IFP Advisors reported no remaining First Trust Innovation Leaders ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,763 First Trust Innovation Leaders ETF shares in Q1 2023, an estimated $36K.
IFP Advisors first reported a position in First Trust Innovation Leaders ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's First Trust Innovation Leaders ETF position peaked at $36K in Q4 2022.
11 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.