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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
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

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Kestra Investment Management's ILDR Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Innovation Leaders ETF (ILDR) in Q1 2025, closing a stake of 1,084 shares — an estimated $27.7K sold.

Kestra Investment Management first reported a position in ILDR in Q4 2024 and held it in 1 quarter. The position peaked at $27.7K in Q4 2024. 35 funds tracked by Wall St. Rank hold ILDR as of Q1 2025.

  • Kestra Investment Management reported no remaining First Trust Innovation Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,084 First Trust Innovation Leaders ETF shares in Q1 2025, an estimated $27.7K.
  • Kestra Investment Management first reported a position in First Trust Innovation Leaders ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's First Trust Innovation Leaders ETF position peaked at $27.7K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.