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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

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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.

14 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.
  • 14 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.