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

&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
Q1 		– Sell
-13,031
Closed -$432K – 2441
2025
Q4 		$432K Buy
13,031
+964
+8% +$32K ﹤0.01% 1710
2025
Q3 		$393K Buy
+12,067
New +$369K ﹤0.01% 1599

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
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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

&Partners's ILDR Position: Q1 2026 in Review

&Partners sold out of First Trust Innovation Leaders ETF (ILDR) in Q1 2026, closing a stake of 13,031 shares — an estimated $432K sold.

&Partners first reported a position in ILDR in Q3 2025 and held it in 2 quarters. The position peaked at $432K in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • &Partners reported no remaining First Trust Innovation Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 13,031 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $432K.
  • &Partners first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and held it in 2 quarters.
  • &Partners's First Trust Innovation Leaders ETF position peaked at $432K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.