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Steward Partners Investment Advisory’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Steward Partners Investment Advisory’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 		$789K Buy
20,113
+2,957
+17% +$107K ﹤0.01% 1437
2026
Q1 		$511K Sell
17,156
-2,601
-13% -$82.8K ﹤0.01% 1516
2025
Q4 		$652K Buy
19,757
+11,081
+128% +$368K ﹤0.01% 1274
2025
Q3 		$281K Buy
8,676
+8,658
+48,100% +$265K ﹤0.01% 1689
2025
Q2 		$530 Buy
+18
New +$458 ﹤0.01% 3958

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

Steward Partners Investment Advisory's ILDR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Innovation Leaders ETF (ILDR) stake by 17% in Q2 2026, buying an estimated $107K and bringing the position to 20,113 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Steward Partners Investment Advisory first reported a position in ILDR in Q2 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Steward Partners Investment Advisory held 20,113 shares of First Trust Innovation Leaders ETF worth $789K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,957 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $107K.
  • First Trust Innovation Leaders ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1437 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.