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First Trust Innovation Leaders ETF
ILDR

49 hedge funds and large institutions have $60.6M invested in First Trust Innovation Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

40% more funds holding

Funds holding: 35 → 49 (+14)

26% more capital invested

Capital invested by funds: $48.2M → $60.6M (+$12.5M)

2.94% more ownership

Funds ownership: 81.06% → 84% (+2.9%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
+14
Holders Change %
+40%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
13
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KDA
Kraft Davis & Associates
Missouri
+$1.55M
2
AssetMark Inc
AssetMark Inc
California
+$1.51M
3
MWA
Merkkuri Wealth Advisors
New York
+$1.5M
4
TL
Tradewinds LLC
North Carolina
+$1.5M
5
PFS
Prospera Financial Services
Texas
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$4.14M
2
Mariner
Mariner
Kansas
-$4M
3
FTUS
Flow Traders U.S.
New York
-$887K
4
HAS
HBW Advisory Services
California
-$632K
5
GAA
Global Assets Advisory
Florida
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Strategic Blueprint
Georgia
$398K +$28K +1,102 +9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$396K -$7.94K -312 -2%
Betterment LLC
28
Betterment LLC
New York
$346K +$299K +11,764 New
GAA
29
Global Assets Advisory
Florida
$333K -$586K -23,040 -67%
NDSI
30
Newman Dignan & Sheerar Inc
Rhode Island
$321K +$278K +10,919 New
GEA
31
Glen Eagle Advisors
New Jersey
$310K +$93.3K +3,667 +53%
RWA
32
Redhawk Wealth Advisors
Minnesota
$309K +$14.2K +559 +6%
MQWP
33
Morey & Quinn Wealth Partners
Nebraska
$263K +$228K +8,944 New
KAS
34
Kestra Advisory Services
Texas
$230K +$199K +7,816 New
KCFA
35
Key Client Fiduciary Advisors
New Jersey
$223K +$193K +7,579 New
FIA
36
Foundations Investment Advisors
Arizona
$206K +$178K +7,005 New
Raymond James Financial
37
Raymond James Financial
Florida
$156K +$135K +5,308 New
GWM
38
Geneos Wealth Management
Colorado
$150K +$130K +5,100 New
Comerica Bank
39
Comerica Bank
Texas
$132K – – –
TPWA
40
Twin Peaks Wealth Advisors
California
$67.5K +$56.7K +2,228 New
KFI
41
Key Financial Inc
Pennsylvania
$36.5K – – –
Morgan Stanley
42
Morgan Stanley
New York
$30.7K +$26.5K +1,042 New
Bank of America
43
Bank of America
North Carolina
$19.2K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$17K +$15K +591 New
CA
45
CoreCap Advisors
Michigan
$9.57K -$40.6K -1,597 -83%
BWM
46
Bernard Wealth Management
Michigan
$2.21K – – –
WWM
47
Wolff Wiese Magana
California
$1.3K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$530 +$458 +18 New
SS
49
SBI Securities
Japan
$29 +$25 +1 New
SA
50
Sanctuary Advisors
Indiana
– -$229K -9,802 Closed
1
2
3

ILDR Hedge Fund Activity: Q2 2025 in Review

49 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q2 2025, worth a combined $60.6M — up 26% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILDR positions and 2 closed out — a net gain of 15 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Kraft Davis & Associates, opening a new position worth an estimated $1.55M. The largest seller was Atria Investments, cutting an estimated $4.14M.

  • 49 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $60.6M of First Trust Innovation Leaders ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 17 funds opened new First Trust Innovation Leaders ETF positions in Q2 2025 and 2 closed out, a net change of +15 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q2 2025 was Kraft Davis & Associates, an estimated $1.55M added.
  • The largest First Trust Innovation Leaders ETF seller in Q2 2025 was Atria Investments, an estimated $4.14M sold.

Based on aggregated 13F filings for Q2 2025.