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Money Concepts Capital’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-137
Closed -$1.94K – 1673
2022
Q4 		$1.94K Buy
+137
New +$1.98K ﹤0.01% 2697

Other funds holding ILDR

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Money Concepts Capital's ILDR Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Innovation Leaders ETF (ILDR) in Q1 2023, closing a stake of 137 shares — an estimated $1.94K sold.

Money Concepts Capital first reported a position in ILDR in Q4 2022 and held it in 1 quarter. The position peaked at $1.94K in Q4 2022. 11 funds tracked by Wall St. Rank hold ILDR as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Innovation Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 137 First Trust Innovation Leaders ETF shares in Q1 2023, an estimated $1.94K.
  • Money Concepts Capital first reported a position in First Trust Innovation Leaders ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's First Trust Innovation Leaders ETF position peaked at $1.94K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.