First Trust Innovation Leaders ETF
ILDR
9 hedge funds and large institutions have $1.57M invested in First Trust Innovation Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
155% more capital invested
Capital invested by funds: $617K → $1.57M (+$954K)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
22.32% more ownership
Funds ownership: 18.84% → 41.16% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$626K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$471K |
| 3 |
Jane Street
New York
|
+$230K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$33K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$31.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$459K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cetera Investment Advisers
Schaumburg,
Illinois
| $637K | +$626K | +33,434 | New |
|
|
FTUS
2
Flow Traders U.S.
New York
| $480K | +$471K | +25,183 | New |
|
|
3
Jane Street
New York
| $235K | +$230K | +12,307 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $132K | +$31.1K | +1,662 | +31% |
|
|
WWMSC
5
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $38K | +$18.8K | +1,004 | +100% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $36K | +$33K | +1,763 | New |
|
|
PFS
7
Prospera Financial Services
Dallas,
Texas
| $9K | +$9.27K | +495 | New |
|
|
EWM
8
EPG Wealth Management
Atlanta,
Georgia
| $3K | – | – | – |
|
|
WWM
9
Wolff Wiese Magana
Carslbad,
California
| $1K | – | – | – |
|
|
LWM
10
Laidlaw Wealth Management
New York City,
New York
| – | -$459K | -21,065 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$11K | -500 | Closed |
|
ILDR Hedge Fund Activity: Q1 2022 in Review
9 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q1 2022, worth a combined $1.57M — up 155% from $617K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ILDR positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $626K. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $459K sold.
- 9 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $1.57M of First Trust Innovation Leaders ETF stock for Q1 2022, up 155% quarter-over-quarter.
- 5 funds opened new First Trust Innovation Leaders ETF positions in Q1 2022 and 2 closed out, a net change of +3 holders.
- The largest First Trust Innovation Leaders ETF buyer in Q1 2022 was Cetera Investment Advisers, an estimated $626K added.
- The largest First Trust Innovation Leaders ETF seller in Q1 2022 was Laidlaw Wealth Management, an estimated $459K sold.
Based on aggregated 13F filings for Q1 2022.