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 Q3	$1.6M	Buy	40,400 +461	+1%	+$17.7K	0.04%	418
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

Sigma Planning Corp's ILDR Position: Q3 2026 in Review

Sigma Planning Corp increased its First Trust Innovation Leaders ETF (ILDR) stake by 1.2% in Q3 2026, buying an estimated $17.7K and bringing the position to 40,400 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #418.

Sigma Planning Corp first reported a position in ILDR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.01M in Q1 2026. 42 funds tracked by Wall St. Rank hold ILDR as of Q3 2026.

Sigma Planning Corp held 40,400 shares of First Trust Innovation Leaders ETF worth $1.6M as of Q3 2026.
Sigma Planning Corp bought 461 First Trust Innovation Leaders ETF shares in Q3 2026, an estimated $17.7K.
First Trust Innovation Leaders ETF made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #418 holding.
Sigma Planning Corp first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 5 quarters since.
Sigma Planning Corp's First Trust Innovation Leaders ETF position peaked at $2.01M in Q1 2026.
42 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.