Morey & Quinn Wealth Partners’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Morey & Quinn Wealth Partners’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	$981K	Sell	24,985 -667	-3%	-$24.1K	0.63%	43
2026 Q1	$764K	Buy	25,652 +3,033	+13%	+$96.6K	0.54%	46
2025 Q4	$746K	Buy	22,619 +4,345	+24%	+$144K	0.54%	49
2025 Q3	$592K	Buy	18,274 +9,330	+104%	+$286K	0.44%	54
2025 Q2	$263K	Buy	+8,944	New	+$228K	0.21%	108

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

Morey & Quinn Wealth Partners's ILDR Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Innovation Leaders ETF (ILDR) stake by 2.6% in Q2 2026, selling an estimated $24.1K and leaving 24,985 shares worth $981K. The position accounts for 0.63% of the portfolio, ranked #43.

Morey & Quinn Wealth Partners 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.

Morey & Quinn Wealth Partners held 24,985 shares of First Trust Innovation Leaders ETF worth $981K as of Q2 2026.
Morey & Quinn Wealth Partners sold 667 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $24.1K.
First Trust Innovation Leaders ETF made up 0.63% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #43 holding.
Morey & Quinn Wealth Partners 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 Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.