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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Maridea Wealth Management's ILDR Position: Q1 2026 in Review

Maridea Wealth Management increased its First Trust Innovation Leaders ETF (ILDR) stake by 4.9% in Q1 2026, buying an estimated $115K and bringing the position to 77,270 shares worth $2.3M. The position accounts for 0.33% of the portfolio, ranked #75.

Maridea Wealth Management first reported a position in ILDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Maridea Wealth Management held 77,270 shares of First Trust Innovation Leaders ETF worth $2.3M as of Q1 2026.
  • Maridea Wealth Management bought 3,625 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $115K.
  • First Trust Innovation Leaders ETF made up 0.33% of Maridea Wealth Management's portfolio in Q1 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 3 quarters since.
  • Maridea Wealth Management's First Trust Innovation Leaders ETF position peaked at $2.43M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.