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

Mutual 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 		$1.51M Buy
38,464
+7,340
+24% +$266K 0.03% 500
2026
Q1 		$927K Buy
31,124
+2,332
+8% +$74.2K 0.02% 632
2025
Q4 		$950K Buy
28,792
+6,581
+30% +$218K 0.02% 593
2025
Q3 		$742K Buy
+22,211
New +$680K 0.02% 686

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

Mutual Advisors's ILDR Position: Q2 2026 in Review

Mutual Advisors increased its First Trust Innovation Leaders ETF (ILDR) stake by 24% in Q2 2026, buying an estimated $266K and bringing the position to 38,464 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #500.

Mutual Advisors first reported a position in ILDR in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Mutual Advisors held 38,464 shares of First Trust Innovation Leaders ETF worth $1.51M as of Q2 2026.
  • Mutual Advisors bought 7,340 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $266K.
  • First Trust Innovation Leaders ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #500 holding.
  • Mutual Advisors first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.