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

Wealth Watch Advisors’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 		$2.2M Buy
73,868
+4,209
+6% +$134K 0.92% 20
2025
Q4 		$2.3M Sell
69,659
-2,070
-3% -$68.7K 0.85% 26
2025
Q3 		$2.32M Sell
71,729
-15,576
-18% -$477K 0.96% 21
2025
Q2 		$2.57M Sell
87,305
-11,914
-12% -$303K 1.49% 12
2025
Q1 		$2.31M Sell
99,219
-10,121
-9% -$264K 1.88% 8
2024
Q4 		$2.79M Buy
+109,340
New +$2.81M 1.74% 10

Other funds holding ILDR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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 $58.2B AUM 22.78% 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

Wealth Watch Advisors's ILDR Position: Q1 2026 in Review

Wealth Watch Advisors increased its First Trust Innovation Leaders ETF (ILDR) stake by 6% in Q1 2026, buying an estimated $134K and bringing the position to 73,868 shares worth $2.2M. The position accounts for 0.92% of the portfolio, ranked #20.

Wealth Watch Advisors first reported a position in ILDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q4 2024. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Wealth Watch Advisors held 73,868 shares of First Trust Innovation Leaders ETF worth $2.2M as of Q1 2026.
  • Wealth Watch Advisors bought 4,209 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $134K.
  • First Trust Innovation Leaders ETF made up 0.92% of Wealth Watch Advisors's portfolio in Q1 2026, its #20 holding.
  • Wealth Watch Advisors first reported a position in First Trust Innovation Leaders ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealth Watch Advisors's First Trust Innovation Leaders ETF position peaked at $2.79M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.