Twin Peaks Wealth Advisors’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$132K Buy
+4,439
New +$141K 0.03% 235
2025
Q3
Sell
-2,228
Closed -$67.5K 1104
2025
Q2
$67.5K Buy
+2,228
New +$56.7K 0.02% 294

Other funds holding ILDR

Twin Peaks Wealth Advisors's ILDR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Innovation Leaders ETF (ILDR) in Q1 2026: 4,439 shares worth $132K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ILDR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ILDR in Q2 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 4,439 shares of First Trust Innovation Leaders ETF worth $132K as of Q1 2026.
  • First Trust Innovation Leaders ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • First Trust Innovation Leaders ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #235 holding.
  • Twin Peaks Wealth Advisors first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.