Stifel Financial
ILDR icon

Stifel Financial’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Stifel Financial’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 		$2.83M Sell
72,221
-10,293
-12% -$373K ﹤0.01% 1818
2026
Q1 		$2.46M Buy
+82,514
New +$2.63M ﹤0.01% 1809

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

Stifel Financial's ILDR Position: Q2 2026 in Review

Stifel Financial reduced its First Trust Innovation Leaders ETF (ILDR) stake by 12% in Q2 2026, selling an estimated $373K and leaving 72,221 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Stifel Financial first reported a position in ILDR in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Stifel Financial held 72,221 shares of First Trust Innovation Leaders ETF worth $2.83M as of Q2 2026.
  • Stifel Financial sold 10,293 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $373K.
  • First Trust Innovation Leaders ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1818 holding.
  • Stifel Financial first reported a position in First Trust Innovation Leaders ETF in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.