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First Trust Innovation Leaders ETF
ILDR

Overview Fund Activity

25 hedge funds and large institutions have $53.2M invested in First Trust Innovation Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
7
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$2.36M
2
AWM
AE Wealth Management
Kansas
$703K
3
Osaic Holdings
Osaic Holdings
Arizona
$750K
4
CFD
Creative Financial Designs
Indiana
$1.49M
5
UBS Group
UBS Group
Switzerland
$201K

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.31M
2
Jane Street
Jane Street
New York
$410K
3
NS
NBC Securities
Alabama
$429
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
Mariner
Mariner
Kansas
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$15.7M -$208K -8,164 -1%
Mariner
2
Mariner
Kansas
$15.5M -$210K -8,240 -1%
HAS
3
HBW Advisory Services
California
$6.51M +$32.7K +1,281 +0.5%
WWA
4
Wealth Watch Advisors
Colorado
$2.79M +$2.79M +109,340 New
AssetMark Inc
5
AssetMark Inc
California
$2.36M +$2.36M +92,320 New
USCWA
6
U.S. Capital Wealth Advisors
Texas
$2.05M -$54.6K -2,140 -3%
CFD
7
Creative Financial Designs
Indiana
$1.49M +$217K +8,502 +17%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.31M -$1.42M -55,487 -52%
HI
9
Harbour Investments
Wisconsin
$859K +$17.4K +683 +2%
TSMHT
10
Thurston Springer Miller Herd & Titak
Indiana
$779K +$149K +5,818 +24%
Osaic Holdings
11
Osaic Holdings
Arizona
$750K +$327K +12,819 +77%
AWM
12
AE Wealth Management
Kansas
$703K +$703K +27,530 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$545K +$81K +3,172 +17%
Jane Street
14
Jane Street
New York
$410K -$683K -26,761 -62%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$352K -$170K -6,675 -33%
CWM
16
Centric Wealth Management
Illinois
$319K +$80.2K +3,141 +34%
SA
17
Sanctuary Advisors
Indiana
$262K – – –
UBS Group
18
UBS Group
Switzerland
$201K +$201K +7,859 New
GEA
19
Glen Eagle Advisors
New Jersey
$154K -$9.27K -363 -6%
Comerica Bank
20
Comerica Bank
Texas
$115K – – –
KFI
21
Key Financial Inc
Pennsylvania
$31.7K – – –
KIM
22
Kestra Investment Management
Texas
$27.7K +$27.7K +1,084 New
NWMP
23
Noble Wealth Management PBC
Colorado
$7.02K +$7.02K +275 New
WWM
24
Wolff Wiese Magana
California
$1.12K – – –
NS
25
NBC Securities
Alabama
$429 -$489K -18,246 -100%
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