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Kestra Private Wealth Services’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Kestra Private Wealth Services’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 		$4.54M Sell
115,700
-3,460
-3% -$125K 0.05% 365
2026
Q1 		$3.55M Buy
+119,160
New +$3.79M 0.04% 403

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 22.96% 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 Private Wealth Services's ILDR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Innovation Leaders ETF (ILDR) stake by 2.9% in Q2 2026, selling an estimated $125K and leaving 115,700 shares worth $4.54M. The position accounts for 0.05% of the portfolio, ranked #365.

Kestra Private Wealth Services first reported a position in ILDR in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Kestra Private Wealth Services held 115,700 shares of First Trust Innovation Leaders ETF worth $4.54M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,460 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $125K.
  • First Trust Innovation Leaders ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #365 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Innovation Leaders ETF in Q1 2026 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 Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.