MWA
ILDR icon

Merkkuri Wealth Advisors’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Merkkuri Wealth Advisors’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 		$3.19M Buy
81,298
+12,493
+18% +$452K 1.98% 14
2026
Q1 		$2.05M Buy
68,805
+1,967
+3% +$62.6K 1.36% 22
2025
Q4 		$2.2M Buy
66,838
+3,270
+5% +$109K 1.5% 21
2025
Q3 		$2.06M Buy
63,568
+4,802
+8% +$147K 1.49% 21
2025
Q2 		$1.73M Buy
+58,766
New +$1.5M 1.31% 22

Other funds holding ILDR

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

Merkkuri Wealth Advisors's ILDR Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its First Trust Innovation Leaders ETF (ILDR) stake by 18% in Q2 2026, buying an estimated $452K and bringing the position to 81,298 shares worth $3.19M. The position accounts for 1.98% of the portfolio, ranked #14.

Merkkuri Wealth Advisors first reported a position in ILDR in Q2 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Merkkuri Wealth Advisors held 81,298 shares of First Trust Innovation Leaders ETF worth $3.19M as of Q2 2026.
  • Merkkuri Wealth Advisors bought 12,493 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $452K.
  • First Trust Innovation Leaders ETF made up 1.98% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Merkkuri Wealth Advisors first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.