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Proactive Wealth Strategies’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Proactive Wealth Strategies’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 		$1.69M Buy
43,096
+1,340
+3% +$48.5K 0.27% 88
2026
Q1 		$1.24M Buy
41,756
+27,818
+200% +$886K 0.23% 95
2025
Q4 		$460K Buy
+13,938
New +$463K 0.18% 100

Other funds holding ILDR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Proactive Wealth Strategies's ILDR Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Innovation Leaders ETF (ILDR) stake by 3.2% in Q2 2026, buying an estimated $48.5K and bringing the position to 43,096 shares worth $1.69M. The position accounts for 0.27% of the portfolio, ranked #88.

Proactive Wealth Strategies first reported a position in ILDR in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Proactive Wealth Strategies held 43,096 shares of First Trust Innovation Leaders ETF worth $1.69M as of Q2 2026.
  • Proactive Wealth Strategies bought 1,340 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $48.5K.
  • First Trust Innovation Leaders ETF made up 0.27% of Proactive Wealth Strategies's portfolio in Q2 2026, its #88 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.