LPL Financial
ILDR icon

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

LPL Financial’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
Q1 		$49.7M Sell
1,670,030
-28,095
-2% -$894K 0.01% 920
2025
Q4 		$56M Buy
1,698,125
+450,296
+36% +$14.9M 0.02% 822
2025
Q3 		$40.4M Buy
+1,247,829
New +$38.2M 0.01% 948

Other funds holding ILDR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

LPL Financial's ILDR Position: Q1 2026 in Review

LPL Financial reduced its First Trust Innovation Leaders ETF (ILDR) stake by 1.7% in Q1 2026, selling an estimated $894K and leaving 1,670,030 shares worth $49.7M. The position accounts for 0.01% of the portfolio, ranked #920.

LPL Financial first reported a position in ILDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $56M in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • LPL Financial held 1,670,030 shares of First Trust Innovation Leaders ETF worth $49.7M as of Q1 2026.
  • LPL Financial sold 28,095 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $894K.
  • First Trust Innovation Leaders ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #920 holding.
  • LPL Financial first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's First Trust Innovation Leaders ETF position peaked at $56M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.