Morgan Stanley
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Morgan Stanley’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Morgan Stanley’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 		– Sell
-1,123
Closed -$33.4K – 8498
2026
Q1 		$33.4K Buy
+1,123
New +$35.8K ﹤0.01% 6555
2025
Q4 		– Sell
-82
Closed -$2.66K – 8335
2025
Q3 		$2.66K Sell
82
-960
-92% -$29.4K ﹤0.01% 7246
2025
Q2 		$30.7K Buy
+1,042
New +$26.5K ﹤0.01% 6511

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

Morgan Stanley's ILDR Position: Q2 2026 in Review

Morgan Stanley sold out of First Trust Innovation Leaders ETF (ILDR) in Q2 2026, closing a stake of 1,123 shares — an estimated $33.4K sold.

Morgan Stanley first reported a position in ILDR in Q2 2025 and held it in 3 quarters. The position peaked at $33.4K in Q1 2026. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Morgan Stanley reported no remaining First Trust Innovation Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 1,123 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $33.4K.
  • Morgan Stanley first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and held it in 3 quarters.
  • Morgan Stanley's First Trust Innovation Leaders ETF position peaked at $33.4K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.