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
Q2 		$80.2M Buy
2,042,997
+372,967
+22% +$13.5M 0.02% 789
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 $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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LPL Financial's ILDR Position: Q2 2026 in Review

LPL Financial increased its First Trust Innovation Leaders ETF (ILDR) stake by 22% in Q2 2026, buying an estimated $13.5M and bringing the position to 2,042,997 shares worth $80.2M. The position accounts for 0.02% of the portfolio, ranked #789.

LPL Financial first reported a position in ILDR in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • LPL Financial held 2,042,997 shares of First Trust Innovation Leaders ETF worth $80.2M as of Q2 2026.
  • LPL Financial bought 372,967 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $13.5M.
  • First Trust Innovation Leaders ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #789 holding.
  • LPL Financial first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.