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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
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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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 $49B AUM 17.78% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's ILDR Position: Q1 2026 in Review

Sigma Planning Corp increased its First Trust Innovation Leaders ETF (ILDR) stake by 63% in Q1 2026, buying an estimated $831K and bringing the position to 67,350 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #330.

Sigma Planning Corp first reported a position in ILDR in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Sigma Planning Corp held 67,350 shares of First Trust Innovation Leaders ETF worth $2.01M as of Q1 2026.
  • Sigma Planning Corp bought 26,110 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $831K.
  • First Trust Innovation Leaders ETF made up 0.06% of Sigma Planning Corp's portfolio in Q1 2026, its #330 holding.
  • Sigma Planning Corp first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.