Newman Dignan & Sheerar Inc’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Newman Dignan & Sheerar Inc’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	$931K	Buy	23,719 +1,219	+5%	+$44.1K	0.18%	94
2026 Q1	$670K	Buy	22,500 +12,497	+125%	+$398K	0.14%	108
2025 Q4	$330K	Buy	10,003 +299	+3%	+$9.92K	0.07%	149
2025 Q3	$314K	Sell	9,704 -1,215	-11%	-$37.2K	0.07%	152
2025 Q2	$321K	Buy	+10,919	New	+$278K	0.07%	151

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

Newman Dignan & Sheerar Inc's ILDR Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its First Trust Innovation Leaders ETF (ILDR) stake by 5.4% in Q2 2026, buying an estimated $44.1K and bringing the position to 23,719 shares worth $931K. The position accounts for 0.18% of the portfolio, ranked #94.

Newman Dignan & Sheerar Inc 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.

Newman Dignan & Sheerar Inc held 23,719 shares of First Trust Innovation Leaders ETF worth $931K as of Q2 2026.
Newman Dignan & Sheerar Inc bought 1,219 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $44.1K.
First Trust Innovation Leaders ETF made up 0.18% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #94 holding.
Newman Dignan & Sheerar Inc 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 Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.