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First Trust Innovation Leaders ETF

49 hedge funds and large institutions have $60.6M invested in First Trust Innovation Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

40% more funds holding

Funds holding: 3549 (+14)

26% more capital invested

Capital invested by funds: $48.2M → $60.6M (+$12.5M)

2.94% more ownership

Funds ownership: 81.06%84% (+2.9%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+14
Holders Change %
+40%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
13
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$8.39M -$4.14M -162,794 -36%
Mariner
2
Mariner
Kansas
$8.39M -$4M -157,316 -36%
HAS
3
HBW Advisory Services
California
$7.17M -$632K -24,858 -9%
AssetMark Inc
4
AssetMark Inc
California
$4.92M +$1.51M +59,322 +55%
M1FG
5
Mach-1 Financial Group
Arkansas
$3.22M -$121K -4,765 -4%
WWA
6
Wealth Watch Advisors
Colorado
$2.57M -$303K -11,914 -12%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$2.37M +$21.6K +850 +1%
KDA
8
Kraft Davis & Associates
Missouri
$1.87M +$1.55M +61,083 New
MWA
9
Merkkuri Wealth Advisors
New York
$1.73M +$1.5M +58,766 New
TL
10
Tradewinds LLC
North Carolina
$1.73M +$1.5M +58,766 New
CFD
11
Creative Financial Designs
Indiana
$1.51M +$59.7K +2,346 +5%
PFS
12
Prospera Financial Services
Texas
$1.46M +$1.26M +49,630 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.29M -$275K -10,810 -20%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.25M +$336K +13,203 +44%
AWM
15
AE Wealth Management
Kansas
$1.08M +$176K +6,937 +23%
AAS
16
Avantax Advisory Services
Texas
$1.03M +$596K +23,428 +203%
MW
17
Maia Wealth
Colorado
$1.01M +$451K +17,734 +107%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$957K +$243K +9,544 +42%
FTUS
19
Flow Traders U.S.
New York
$915K -$887K -34,846 -53%
TSMHT
20
Thurston Springer Miller Herd & Titak
Indiana
$887K -$101K -3,974 -12%
Jane Street
21
Jane Street
New York
$848K -$38.5K -1,514 -5%
HI
22
Harbour Investments
Wisconsin
$567K -$44.9K -1,765 -8%
SFS
23
Sowell Financial Services
Arkansas
$545K +$127K +4,987 +37%
NS
24
NBC Securities
Alabama
$509K -$6.89K -271 -2%
CWM
25
Centric Wealth Management
Illinois
$459K +$14.9K +587 +4%

ILDR Hedge Fund Activity: Q2 2025 in Review

49 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q2 2025, worth a combined $60.6M — up 26% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILDR positions and 2 closed out — a net gain of 15 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Kraft Davis & Associates, opening a new position worth an estimated $1.55M. The largest seller was Atria Investments, cutting an estimated $4.14M.

  • 49 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $60.6M of First Trust Innovation Leaders ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 17 funds opened new First Trust Innovation Leaders ETF positions in Q2 2025 and 2 closed out, a net change of +15 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q2 2025 was Kraft Davis & Associates, an estimated $1.55M added.
  • The largest First Trust Innovation Leaders ETF seller in Q2 2025 was Atria Investments, an estimated $4.14M sold.

Based on aggregated 13F filings for Q2 2025.