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

Simplicity Wealth’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 		– Sell
-12,553
Closed -$414K – 774
2025
Q4 		$414K Buy
+12,553
New +$417K 0.02% 477

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
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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Simplicity Wealth's ILDR Position: Q1 2026 in Review

Simplicity Wealth sold out of First Trust Innovation Leaders ETF (ILDR) in Q1 2026, closing a stake of 12,553 shares — an estimated $414K sold.

Simplicity Wealth first reported a position in ILDR in Q4 2025 and held it in 1 quarter. The position peaked at $414K in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Simplicity Wealth reported no remaining First Trust Innovation Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 12,553 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $414K.
  • Simplicity Wealth first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and held it in 1 quarter.
  • Simplicity Wealth's First Trust Innovation Leaders ETF position peaked at $414K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.