We are live on ! Find out more
ILDR icon

First Trust Innovation Leaders ETF
ILDR

68 hedge funds and large institutions have $124M invested in First Trust Innovation Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

104% more capital invested

Capital invested by funds: $60.6M → $124M (+$63.2M)

39% more funds holding

Funds holding: 49 → 68 (+19)

3.59% less ownership

Funds ownership: 84% → 80.41% (-3.6%)

Holders
68
Holders Change
+19
Holders Change %
+38.78%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
25
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$38.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.72M
3
GWM
Geneos Wealth Management
Colorado
+$2.72M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$2.36M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
M1FG
Mach-1 Financial Group
Arkansas
-$3.22M
2
HAS
HBW Advisory Services
California
-$2.7M
3
TL
Tradewinds LLC
North Carolina
-$1.73M
4
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
-$814K
5
AI
Atria Investments
North Carolina
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$995K +$940K +30,720 New
KAS
27
Kestra Advisory Services
Texas
$752K +$471K +15,397 +197%
MA
28
Mutual Advisors
Nebraska
$742K +$680K +22,211 New
GEA
29
Glen Eagle Advisors
New Jersey
$720K +$359K +11,721 +111%
HI
30
Harbour Investments
Wisconsin
$677K +$50.6K +1,652 +9%
AR
31
Apeiron RIA
Texas
$626K +$571K +18,662 New
MQWP
32
Morey & Quinn Wealth Partners
Nebraska
$592K +$286K +9,330 +104%
SB
33
Strategic Blueprint
Georgia
$569K +$124K +4,058 +30%
SFS
34
Sowell Financial Services
Arkansas
$559K -$37.9K -1,239 -7%
Betterment LLC
35
Betterment LLC
New York
$554K +$164K +5,345 +45%
RWA
36
Redhawk Wealth Advisors
Minnesota
$524K +$173K +5,663 +54%
CWM
37
Centric Wealth Management
Illinois
$520K -$5.39K -176 -1%
CB
38
Chris Bulman
California
$474K +$448K +14,626 New
MML Investors Services
39
MML Investors Services
Massachusetts
$450K +$425K +13,896 New
MWM
40
Maridea Wealth Management
New York
$449K +$411K +13,427 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$437K +$413K +13,485 New
BCM
42
Brookstone Capital Management
Illinois
$413K +$390K +12,753 New
P
43
&Partners
Tennessee
$393K +$369K +12,067 New
GAA
44
Global Assets Advisory
Florida
$373K – – –
FIA
45
Foundations Investment Advisors
Arizona
$354K +$120K +3,913 +56%
SAW
46
Signal Advisors Wealth
Michigan
$328K +$310K +10,119 New
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$314K -$37.2K -1,215 -11%
SPIA
48
Steward Partners Investment Advisory
New York
$281K +$265K +8,658 +48,100%
KCFA
49
Key Client Fiduciary Advisors
New Jersey
$257K +$11.1K +363 +5%
AWA
50
Arkadios Wealth Advisors
Georgia
$243K +$230K +7,509 New
1
2
3

ILDR Hedge Fund Activity: Q3 2025 in Review

68 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q3 2025, worth a combined $124M — up 104% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ILDR positions and 6 closed out — a net gain of 20 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $38.2M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $3.22M sold.

  • 68 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $124M of First Trust Innovation Leaders ETF stock for Q3 2025, up 104% quarter-over-quarter.
  • 26 funds opened new First Trust Innovation Leaders ETF positions in Q3 2025 and 6 closed out, a net change of +20 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q3 2025 was LPL Financial, an estimated $38.2M added.
  • The largest First Trust Innovation Leaders ETF seller in Q3 2025 was Mach-1 Financial Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2025.