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

Triton Wealth Management’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 		$224K Buy
7,344
+300
+4% +$9.55K 0.08% 113
2025
Q4 		$225K Buy
+7,044
New +$234K 0.08% 108

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Mariner
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AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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 $49B AUM 17.78% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triton Wealth Management's ILDR Position: Q1 2026 in Review

Triton Wealth Management increased its First Trust Innovation Leaders ETF (ILDR) stake by 4.3% in Q1 2026, buying an estimated $9.55K and bringing the position to 7,344 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #113.

Triton Wealth Management first reported a position in ILDR in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Triton Wealth Management held 7,344 shares of First Trust Innovation Leaders ETF worth $224K as of Q1 2026.
  • Triton Wealth Management bought 300 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $9.55K.
  • First Trust Innovation Leaders ETF made up 0.08% of Triton Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Triton Wealth Management first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • Triton Wealth Management's First Trust Innovation Leaders ETF position peaked at $225K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.