We are live on ! Find out more
ILDR icon

First Trust Innovation Leaders ETF

68 hedge funds and large institutions have $124M invested in First Trust Innovation Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

104% more capital invested

Capital invested by funds: $60.6M → $124M (+$63.2M)

39% more funds holding

Funds holding: 4968 (+19)

3.59% less ownership

Funds ownership: 84%80.41% (-3.6%)

Holders
68
Holders Change
+19
Holders Change %
+38.78%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
25
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$40.4M +$38.2M +1,247,829 New
Mariner
2
Mariner
Kansas
$8.5M -$683K -22,304 -8%
AI
3
Atria Investments
North Carolina
$8.47M -$719K -23,498 -8%
AssetMark Inc
4
AssetMark Inc
California
$5.59M +$167K +5,444 +3%
HAS
5
HBW Advisory Services
California
$5.03M -$2.7M -88,203 -36%
Citadel Advisors
6
Citadel Advisors
Florida
$3.93M +$3.72M +121,408 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.35M +$1.82M +59,341 +135%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.24M +$1.89M +61,773 +142%
GWM
9
Geneos Wealth Management
Colorado
$3.04M +$2.72M +88,819 +1,742%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$2.57M -$34K -1,110 -1%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.49M +$2.36M +76,963 New
FTUS
12
Flow Traders U.S.
New York
$2.38M +$1.3M +42,420 +136%
WWA
13
Wealth Watch Advisors
Colorado
$2.32M -$477K -15,576 -18%
CFD
14
Creative Financial Designs
Indiana
$2.25M +$565K +18,470 +36%
MWA
15
Merkkuri Wealth Advisors
New York
$2.06M +$147K +4,802 +8%
KDA
16
Kraft Davis & Associates
Missouri
$2.04M -$13.1K -427 -0.7%
PFS
17
Prospera Financial Services
Texas
$1.64M +$34.3K +1,121 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.62M +$536K +17,499 +54%
GM
19
GeoWealth Management
Illinois
$1.46M +$1.38M +44,987 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.35M +$868K +28,368 +211%
MW
21
Maia Wealth
Colorado
$1.33M +$157K +5,121 +15%
SPC
22
Sigma Planning Corp
Michigan
$1.33M +$1.26M +41,165 New
SA
23
Sanctuary Advisors
Indiana
$1.29M +$1.22M +39,915 New
AWM
24
AE Wealth Management
Kansas
$1.26M +$61.2K +2,001 +5%
Jane Street
25
Jane Street
New York
$1.13M +$189K +6,186 +21%

ILDR Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q3 2025, worth a combined $124M — up 104% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ILDR positions and 6 closed out — a net gain of 20 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $38.2M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $3.22M sold.

  • 68 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $124M of First Trust Innovation Leaders ETF stock for Q3 2025, up 104% quarter-over-quarter.
  • 26 funds opened new First Trust Innovation Leaders ETF positions in Q3 2025 and 6 closed out, a net change of +20 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q3 2025 was LPL Financial, an estimated $38.2M added.
  • The largest First Trust Innovation Leaders ETF seller in Q3 2025 was Mach-1 Financial Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2025.