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

Symphony 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 Q3	$901K	Buy	+22,790	New	+$877K	0.08%	137

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

Maia Wealth Denver, Colorado $726M AUM 17.08% 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

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Symphony Financial's ILDR Position: Q3 2026 in Review

Symphony Financial opened a new position in First Trust Innovation Leaders ETF (ILDR) in Q3 2026: 22,790 shares worth $901K. The stake represents 0.08% of the portfolio and ranks #137 among its holdings.

24 funds tracked by Wall St. Rank hold ILDR as of Q3 2026.

Symphony Financial held 22,790 shares of First Trust Innovation Leaders ETF worth $901K as of Q3 2026.
First Trust Innovation Leaders ETF was a new Symphony Financial position in Q3 2026.
First Trust Innovation Leaders ETF made up 0.08% of Symphony Financial's portfolio in Q3 2026, its #137 holding.
24 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q3 2026.

Based on Symphony Financial's 13F filing for Q3 2026, filed 22 Oct 2026.