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First Trust Innovation Leaders ETF

80 hedge funds and large institutions have $173M invested in First Trust Innovation Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $124M → $173M (+$49.2M)

18% more funds holding

Funds holding: 6880 (+12)

0.32% less ownership

Funds ownership: 80.41%80.09% (-0.32%)

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
37
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$56M +$14.9M +450,296 +36%
Citadel Advisors
2
Citadel Advisors
Florida
$16.8M +$12.9M +388,583 +320%
AI
3
Atria Investments
North Carolina
$8.67M +$42.7K +1,286 +0.5%
Mariner
4
Mariner
Kansas
$8.61M -$50.1K -1,511 -0.6%
AssetMark Inc
5
AssetMark Inc
California
$6.67M +$988K +29,785 +17%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.39M +$920K +27,729 +26%
HAS
7
HBW Advisory Services
California
$4.32M -$811K -24,440 -16%
M1FG
8
Mach-1 Financial Group
Arkansas
$4.03M +$4.05M +122,013 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.72M +$314K +9,473 +9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.55M +$2.18M +65,752 +157%
GWM
11
Geneos Wealth Management
Colorado
$3.14M +$36.9K +1,112 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.09M +$1.45M +43,747 +87%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$2.56M -$54.9K -1,655 -2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.54M +$697 +21 +0%
MWM
15
Maridea Wealth Management
New York
$2.43M +$2M +60,218 +448%
CFD
16
Creative Financial Designs
Indiana
$2.34M +$40K +1,204 +2%
SA
17
Sanctuary Advisors
Indiana
$2.32M +$1M +30,268 +76%
WWA
18
Wealth Watch Advisors
Colorado
$2.3M -$68.7K -2,070 -3%
MWA
19
Merkkuri Wealth Advisors
New York
$2.2M +$109K +3,270 +5%
GM
20
GeoWealth Management
Illinois
$2.11M +$633K +19,080 +42%
KDA
21
Kraft Davis & Associates
Missouri
$2.05M +$1.76K +53 +0.1%
MW
22
Maia Wealth
Colorado
$1.94M +$763K +22,988 +58%
KAS
23
Kestra Advisory Services
Texas
$1.83M +$1.07M +32,331 +139%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$1.57M +$562K +16,925 +55%
PFPG
25
Pinnacle Financial Partners (Georgia)
Georgia
$1.39M +$1.4M +42,045 New

ILDR Hedge Fund Activity: Q4 2025 in Review

80 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Innovation Leaders ETF (ILDR) for Q4 2025, worth a combined $173M — up 40% from $124M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ILDR positions and 6 closed out — a net gain of 12 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.38M sold.

  • 80 institutional investors held First Trust Innovation Leaders ETF (ILDR) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $173M of First Trust Innovation Leaders ETF stock for Q4 2025, up 40% quarter-over-quarter.
  • 18 funds opened new First Trust Innovation Leaders ETF positions in Q4 2025 and 6 closed out, a net change of +12 holders.
  • The largest First Trust Innovation Leaders ETF buyer in Q4 2025 was LPL Financial, an estimated $14.9M added.
  • The largest First Trust Innovation Leaders ETF seller in Q4 2025 was Flow Traders U.S., an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2025.