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Patriot Financial Group Insurance Agency’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Patriot Financial Group Insurance Agency’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 		$4.56M Sell
116,269
-117,415
-50% -$4.25M 0.47% 55
2026
Q1 		$6.96M Buy
233,684
+220,521
+1,675% +$7.02M 0.39% 65
2025
Q4 		$434K Buy
+13,163
New +$437K 0.05% 317

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Envestnet Asset Management
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MW
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M1FG
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Cambridge Investment Research Advisors
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GWM
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Patriot Financial Group Insurance Agency's ILDR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its First Trust Innovation Leaders ETF (ILDR) stake by 50% in Q2 2026, selling an estimated $4.25M and leaving 116,269 shares worth $4.56M. The position accounts for 0.47% of the portfolio, ranked #55.

Patriot Financial Group Insurance Agency first reported a position in ILDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.96M in Q1 2026. 59 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 116,269 shares of First Trust Innovation Leaders ETF worth $4.56M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 117,415 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $4.25M.
  • First Trust Innovation Leaders ETF made up 0.47% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #55 holding.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • Patriot Financial Group Insurance Agency's First Trust Innovation Leaders ETF position peaked at $6.96M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.