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Key Financial Inc’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Key Financial Inc’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 		$48.7K Hold
1,240
– – 0.01% 538
2026
Q1 		$36.9K Hold
1,240
– – 0.01% 598
2025
Q4 		$40.9K Hold
1,240
– – 0.01% 565
2025
Q3 		$40.6K Hold
1,240
– – 0.01% 564
2025
Q2 		$36.5K Hold
1,240
– – 0.01% 558
2025
Q1 		$28.9K Hold
1,240
– – 0.01% 582
2024
Q4 		$31.7K Hold
1,240
– – 0.01% 561
2024
Q3 		$30.2K Hold
1,240
– – 0.01% 565
2024
Q2 		$29.1K Hold
1,240
– – 0.01% 571
2024
Q1 		$27.7K Buy
+1,240
New +$26.3K 0.01% 546

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

Key Financial Inc's ILDR Position: Q2 2026 in Review

Key Financial Inc held its First Trust Innovation Leaders ETF (ILDR) position steady in Q2 2026 at 1,240 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #538.

Key Financial Inc first reported a position in ILDR in Q1 2024 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Key Financial Inc held 1,240 shares of First Trust Innovation Leaders ETF worth $48.7K as of Q2 2026.
  • Key Financial Inc left its First Trust Innovation Leaders ETF share count unchanged in Q2 2026.
  • First Trust Innovation Leaders ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #538 holding.
  • Key Financial Inc first reported a position in First Trust Innovation Leaders ETF in Q1 2024 and has held it in 10 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.