Independent Financial Group’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Independent Financial Group’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	$273K	Buy	+6,963	New	+$252K	0.01%	1294

Other funds holding ILDR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Independent Financial Group's ILDR Position: Q2 2026 in Review

Independent Financial Group opened a new position in First Trust Innovation Leaders ETF (ILDR) in Q2 2026: 6,963 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #1294 among its holdings.

94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

Independent Financial Group held 6,963 shares of First Trust Innovation Leaders ETF worth $273K as of Q2 2026.
First Trust Innovation Leaders ETF was a new Independent Financial Group position in Q2 2026.
First Trust Innovation Leaders ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1294 holding.
94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.