Laidlaw Wealth Management’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Laidlaw Wealth 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
2022 Q1	–	Sell	-21,065	Closed	-$459K	–	411
2021 Q4	$459K	Sell	21,065 -18,100	-46%	-$403K	0.07%	237
2021 Q3	$850K	Buy	+39,165	New	+$874K	0.22%	104

Other funds holding ILDR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Laidlaw Wealth Management's ILDR Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of First Trust Innovation Leaders ETF (ILDR) in Q1 2022, closing a stake of 21,065 shares — an estimated $459K sold.

Laidlaw Wealth Management first reported a position in ILDR in Q3 2021 and held it in 2 quarters. The position peaked at $850K in Q3 2021. 9 funds tracked by Wall St. Rank hold ILDR as of Q1 2022.

Laidlaw Wealth Management reported no remaining First Trust Innovation Leaders ETF position as of Q1 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 21,065 First Trust Innovation Leaders ETF shares in Q1 2022, an estimated $459K.
Laidlaw Wealth Management first reported a position in First Trust Innovation Leaders ETF in Q3 2021 and held it in 2 quarters.
Laidlaw Wealth Management's First Trust Innovation Leaders ETF position peaked at $850K in Q3 2021.
9 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.