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

Maridea 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
2026 Q2	$2.88M	Sell	73,308 -3,962	-5%	-$143K	0.31%	75
2026 Q1	$2.3M	Buy	77,270 +3,625	+5%	+$115K	0.33%	75
2025 Q4	$2.43M	Buy	73,645 +60,218	+448%	+$2M	0.36%	68
2025 Q3	$449K	Buy	+13,427	New	+$411K	0.07%	267

Other funds holding ILDR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Maridea Wealth Management's ILDR Position: Q2 2026 in Review

Maridea Wealth Management reduced its First Trust Innovation Leaders ETF (ILDR) stake by 5.1% in Q2 2026, selling an estimated $143K and leaving 73,308 shares worth $2.88M. The position accounts for 0.31% of the portfolio, ranked #75.

Maridea Wealth Management 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.

Maridea Wealth Management held 73,308 shares of First Trust Innovation Leaders ETF worth $2.88M as of Q2 2026.
Maridea Wealth Management sold 3,962 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $143K.
First Trust Innovation Leaders ETF made up 0.31% of Maridea Wealth Management's portfolio in Q2 2026, its #75 holding.
Maridea Wealth Management 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 Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.