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Kestra Investment Management’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Kestra Investment Management’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 		$569K Buy
+14,491
New +$524K 0.01% 298
2025
Q1 		– Sell
-1,084
Closed -$27.7K – 1178
2024
Q4 		$27.7K Buy
+1,084
New +$27.8K ﹤0.01% 650

Other funds holding ILDR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
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

Kestra Investment Management's ILDR Position: Q2 2026 in Review

Kestra Investment Management opened a new position in First Trust Innovation Leaders ETF (ILDR) in Q2 2026: 14,491 shares worth $569K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in ILDR as recently as Q4 2024.

Kestra Investment Management first reported a position in ILDR in Q4 2024 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Kestra Investment Management held 14,491 shares of First Trust Innovation Leaders ETF worth $569K as of Q2 2026.
  • First Trust Innovation Leaders ETF was a new Kestra Investment Management position in Q2 2026.
  • First Trust Innovation Leaders ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #298 holding.
  • Kestra Investment Management first reported a position in First Trust Innovation Leaders ETF in Q4 2024 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.