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First Trust Innovation Leaders ETF

35 hedge funds and large institutions have $48.2M invested in First Trust Innovation Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

40% more funds holding

Funds holding: 2535 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $53.2M → $48.2M (-$5.08M)

23.18% less ownership

Funds ownership: 104.24%81.06% (-23%)

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
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
$10.4M -$4.32M -165,862 -27%
Mariner
2
Mariner
Kansas
$10.3M -$4.34M -166,667 -27%
HAS
3
HBW Advisory Services
California
$6.26M +$349K +13,379 +5%
M1FG
4
Mach-1 Financial Group
Arkansas
$2.66M +$2.97M +114,031 New
AssetMark Inc
5
AssetMark Inc
California
$2.51M +$400K +15,358 +17%
WWA
6
Wealth Watch Advisors
Colorado
$2.31M -$264K -10,121 -9%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$1.86M -$18.2K -700 -0.9%
FTUS
8
Flow Traders U.S.
New York
$1.54M +$1.72M +65,926 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.28M +$86K +3,300 +6%
CFD
10
Creative Financial Designs
Indiana
$1.14M -$248K -9,506 -16%
TSMHT
11
Thurston Springer Miller Herd & Titak
Indiana
$795K +$93.7K +3,594 +12%
GAA
12
Global Assets Advisory
Florida
$774K +$901K +34,560 New
Jane Street
13
Jane Street
New York
$707K +$371K +14,238 +89%
Osaic Holdings
14
Osaic Holdings
Arizona
$707K +$24.5K +941 +3%
AWM
15
AE Wealth Management
Kansas
$698K +$62.3K +2,391 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$536K +$41.8K +1,604 +8%
HI
17
Harbour Investments
Wisconsin
$490K -$329K -12,641 -38%
NS
18
NBC Securities
Alabama
$409K +$458K +17,555 +109,719%
MW
19
Maia Wealth
Colorado
$373K +$431K +16,533 New
CWM
20
Centric Wealth Management
Illinois
$343K +$58.6K +2,247 +18%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$321K -$1.15K -44 -0.3%
SFS
22
Sowell Financial Services
Arkansas
$315K +$352K +13,525 New
SB
23
Strategic Blueprint
Georgia
$290K +$324K +12,419 New
AAS
24
Avantax Advisory Services
Texas
$269K +$301K +11,533 New
RWA
25
Redhawk Wealth Advisors
Minnesota
$232K +$259K +9,950 New

ILDR Hedge Fund Activity: Q1 2025 in Review

35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q1 2025, worth a combined $48.2M — down 9.5% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ILDR positions and 1 closed out — a net gain of 10 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Mach-1 Financial Group, opening a new position worth an estimated $2.97M. The largest seller was Mariner, cutting an estimated $4.34M.

  • 35 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q1 2025, up from 25 in Q4 2024.
  • Funds reported $48.2M of First Trust Innovation Leaders ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 11 funds opened new First Trust Innovation Leaders ETF positions in Q1 2025 and 1 closed out, a net change of +10 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q1 2025 was Mach-1 Financial Group, an estimated $2.97M added.
  • The largest First Trust Innovation Leaders ETF seller in Q1 2025 was Mariner, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2025.