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Sigma Planning Corp’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Sigma Planning Corp’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 		$1.57M Sell
39,939
-27,411
-41% -$992K 0.04% 440
2026
Q1 		$2.01M Buy
67,350
+26,110
+63% +$831K 0.06% 330
2025
Q4 		$1.36M Buy
41,240
+75
+0.2% +$2.49K 0.04% 433
2025
Q3 		$1.33M Buy
+41,165
New +$1.26M 0.04% 438

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

Sigma Planning Corp's ILDR Position: Q2 2026 in Review

Sigma Planning Corp reduced its First Trust Innovation Leaders ETF (ILDR) stake by 41% in Q2 2026, selling an estimated $992K and leaving 39,939 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #440.

Sigma Planning Corp first reported a position in ILDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q1 2026. 95 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Sigma Planning Corp held 39,939 shares of First Trust Innovation Leaders ETF worth $1.57M as of Q2 2026.
  • Sigma Planning Corp sold 27,411 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $992K.
  • First Trust Innovation Leaders ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #440 holding.
  • Sigma Planning Corp first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's First Trust Innovation Leaders ETF position peaked at $2.01M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.