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First Trust Innovation Leaders ETF

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

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

25% more funds holding

Funds holding: 2025 (+5)

12% more capital invested

Capital invested by funds: $47.5M → $53.2M (+$5.75M)

10.37% less ownership

Funds ownership: 114.61%104.24% (-10%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$15.7M -$210K -8,164 -1%
Mariner
2
Mariner
Kansas
$15.5M -$211K -8,240 -1%
HAS
3
HBW Advisory Services
California
$6.51M +$32.9K +1,281 +0.5%
WWA
4
Wealth Watch Advisors
Colorado
$2.79M +$2.81M +109,340 New
AssetMark Inc
5
AssetMark Inc
California
$2.36M +$2.37M +92,320 New
USCWA
6
U.S. Capital Wealth Advisors
Texas
$2.05M -$54.9K -2,140 -3%
CFD
7
Creative Financial Designs
Indiana
$1.49M +$218K +8,502 +17%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.31M -$1.42M -55,487 -52%
HI
9
Harbour Investments
Wisconsin
$859K +$17.5K +683 +2%
TSMHT
10
Thurston Springer Miller Herd & Titak
Indiana
$779K +$149K +5,818 +24%
Osaic Holdings
11
Osaic Holdings
Arizona
$750K +$329K +12,819 +77%
AWM
12
AE Wealth Management
Kansas
$703K +$707K +27,530 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$545K +$81.4K +3,172 +17%
Jane Street
14
Jane Street
New York
$410K -$687K -26,761 -62%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$352K -$171K -6,675 -33%
CWM
16
Centric Wealth Management
Illinois
$319K +$80.6K +3,141 +34%
SA
17
Sanctuary Advisors
Indiana
$262K
UBS Group
18
UBS Group
Switzerland
$201K +$202K +7,859 New
GEA
19
Glen Eagle Advisors
New Jersey
$154K -$9.32K -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 +$27.8K +1,084 New
NWMP
23
Noble Wealth Management PBC
Colorado
$7.02K +$7.06K +275 New
WWM
24
Wolff Wiese Magana
California
$1.12K
NS
25
NBC Securities
Alabama
$429 -$468K -18,246 -100%

ILDR Hedge Fund Activity: Q4 2024 in Review

25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q4 2024, worth a combined $53.2M — up 12% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ILDR positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $2.37M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.42M.

  • 25 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $53.2M of First Trust Innovation Leaders ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 6 funds opened new First Trust Innovation Leaders ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q4 2024 was AssetMark Inc, an estimated $2.37M added.
  • The largest First Trust Innovation Leaders ETF seller in Q4 2024 was Cetera Investment Advisers, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2024.