ILDR Institutional Ownership
First Trust Innovation Leaders ETF
1W: +0.4%
1M: +5.0%
3M: +2.9%
YTD: +20.7%
1Y: +22.5%
3Y: +136.2%
5Y: +78.5%
$40.13
+0.52 (+1.31%)
Weekly Expected Move ±2.7%
$38
$39
$40
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ILDR
103
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
247M
Total Invested
21
New Positions
39
Increased
32
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (113 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,042,997 | $82M | +372,967 | +22.3% | 4Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 476,432 | $19M | +203,457 | +74.5% | 12Q | SEC ↗ |
| 3 | ASSETMARK, INC | 234,300 | $9M | +1,082 | +0.5% | 7Q | SEC ↗ |
| 4 | Mariner, LLC | 198,530 | $8M | -41,704 | -17.4% | 12Q | SEC ↗ |
| 5 | Atria Investments, Inc | 196,605 | $8M | -43,496 | -18.1% | 12Q | SEC ↗ |
| 6 | HBW ADVISORY SERVICES LLC | 171,316 | $7M | +23,055 | +15.6% | 8Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 164,695 | $7M | +38,005 | +30.0% | 19Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 151,990 | $6M | +25,948 | +20.6% | 13Q | SEC ↗ |
| 9 | HARBOUR INVESTMENTS, INC. | 127,470 | $5M | +7,233 | +6.0% | 9Q | SEC ↗ |
| 10 | Patriot Financial Group Insurance Agen | 116,269 | $5M | -117,415 | -50.2% | 3Q | SEC ↗ |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | 115,700 | $5M | -3,460 | -2.9% | 2Q | SEC ↗ |
| 12 | Maia Wealth LLC | 110,829 | $4M | +22,121 | +24.9% | 6Q | SEC ↗ |
| 13 | Mach-1 Financial Group, LLC | 104,662 | $4M | -18,849 | -15.3% | 3Q | SEC ↗ |
| 14 | Wealth Watch Advisors, INC | 102,138 | $4M | +28,270 | +38.3% | 7Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 98,366 | $4M | +7,308 | +8.0% | 10Q | SEC ↗ |
| 16 | Sanctuary Advisors, LLC | 96,723 | $4M | -3,191 | -3.2% | 4Q | SEC ↗ |
| 17 | Geneos Wealth Management Inc. | 93,734 | $4M | +3,069 | +3.4% | 5Q | SEC ↗ |
| 18 | Merkkuri Wealth Advisors LLC | 81,298 | $3M | +12,493 | +18.2% | 5Q | SEC ↗ |
| 19 | U.S. Capital Wealth Advisors, LLC | 75,860 | $3M | -1,805 | -2.3% | 11Q | SEC ↗ |
| 20 | Farther Finance Advisors, LLC | 74,267 | $3M | -4,460 | -5.7% | 4Q | SEC ↗ |
| 21 | Arax Advisory Partners | 73,362 | $3M | +73,210 | +48164.5% | 3Q | SEC ↗ |
| 22 | Maridea Wealth Management LLC | 73,308 | $3M | -3,962 | -5.1% | 4Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 72,221 | $3M | -10,293 | -12.5% | 2Q | SEC ↗ |
| 24 | PRAIRIE ADVISORY, LLC NEW | 64,539 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 63,571 | $3M | -4,040 | -6.0% | 5Q | SEC ↗ |
| 26 | CREATIVE FINANCIAL DESIGNS INC /ADV | 58,184 | $2M | +2,024 | +3.6% | 17Q | SEC ↗ |
| 27 | RFG Advisory, LLC | 57,415 | $2M | +32,777 | +133.0% | 2Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 57,413 | $2M | +13,025 | +29.3% | 4Q | SEC ↗ |
| 29 | Garden State Investment Advisory Servi | 55,983 | $2M | +23,973 | +74.9% | 3Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 48,984 | $2M | +12,377 | +33.8% | 4Q | SEC ↗ |
| 31 | Centennial Wealth Advisory LLC NEW | 46,783 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | DAYMARK WEALTH PARTNERS, LLC | 46,638 | $2M | +8,577 | +22.5% | 3Q | SEC ↗ |
| 33 | Proactive Wealth Strategies LLC | 43,096 | $2M | +1,340 | +3.2% | 3Q | SEC ↗ |
| 34 | Pinnacle Financial Partners, Inc. | 40,510 | $2M | -1,779 | -4.2% | 3Q | SEC ↗ |
| 35 | Sigma Planning Corp | 39,939 | $2M | -27,411 | -40.7% | 4Q | SEC ↗ |
| 36 | Prospera Financial Services Inc | 39,224 | $2M | -181,563 | -82.2% | 5Q | SEC ↗ |
| 37 | Mutual Advisors, LLC | 38,464 | $2M | +7,340 | +23.6% | 4Q | SEC ↗ |
| 38 | Macro Advisors, Inc. | 36,319 | $1M | +191 | +0.5% | 2Q | SEC ↗ |
| 39 | AE Wealth Management LLC | 35,160 | $1M | -1,931 | -5.2% | 7Q | SEC ↗ |
| 40 | Private Advisor Group, LLC NEW | 34,431 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Legacy Wealth Managment, LLC/ID | 27,202 | $1M | +1,342 | +5.2% | 2Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC | 26,021 | $1M | -53,934 | -67.5% | 8Q | SEC ↗ |
| 43 | Morey & Quinn Wealth Partners, LLC | 24,985 | $1M | -667 | -2.6% | 5Q | SEC ↗ |
| 44 | Glen Eagle Advisors, LLC | 24,051 | $965K | +6,973 | +40.8% | 16Q | SEC ↗ |
| 45 | Newman Dignan & Sheerar, Inc. | 23,719 | $952K | +1,219 | +5.4% | 5Q | SEC ↗ |
| 46 | Strategic Blueprint, LLC | 22,718 | $912K | +853 | +3.9% | 6Q | SEC ↗ |
| 47 | Betterment LLC | 21,837 | $876K | +2,100 | +10.6% | 5Q | SEC ↗ |
| 48 | Chris Bulman Inc | 21,570 | $866K | +1,532 | +7.6% | 4Q | SEC ↗ |
| 49 | Steward Partners Investment Advisory, | 20,113 | $807K | +2,957 | +17.2% | 5Q | SEC ↗ |
| 50 | Foundations Investment Advisors, LLC | 18,633 | $748K | +4,042 | +27.7% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PRAIRIE ADVISORY, LLC | 64,539 | $3M |
| Centennial Wealth Advisory LLC | 46,783 | $2M |
| Private Advisor Group, LLC | 34,431 | $1M |
| Gateway Wealth Partners, LLC | 17,137 | $688K |
| Kestra Investment Management, LLC | 14,491 | $582K |
| Stratos Wealth Partners, LTD. | 14,292 | $574K |
| Savvy Advisors, Inc. | 12,354 | $496K |
| IFG Advisory, LLC | 8,036 | $322K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,963 | $279K |
| Arkadios Wealth Advisors | 6,494 | $261K |
| Xcelsior Advisor Partners LLC | 5,783 | $232K |
| D.A. DAVIDSON & CO. | 5,500 | $221K |
| BENJAMIN EDWARDS INC | 5,204 | $209K |
| Integrated Wealth Concepts LLC | 1,324 | $53K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 1,214 | $49K |
| Parallel Advisors, LLC | 841 | $34K |
| JPMORGAN CHASE & CO | 722 | $29K |
| Front Row Advisors LLC | 436 | $17K |
| TUCKER ASSET MANAGEMENT LLC | 378 | $15K |
| Global Retirement Partners, LLC | 350 | $14K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GeoWealth Management, LLC | 64,067 | $3M |
| Kraft, Davis & Associates, LLC | 60,709 | $2M |
| Wealthcare Advisory Partners LLC | 58,641 | $2M |
| Pacific Excel Wealth Advisors, Inc. | 23,438 | $941K |
| Apeiron RIA LLC | 20,586 | $826K |
| &PARTNERS | 13,031 | $523K |
| FLOW TRADERS U.S. LLC | 12,684 | $509K |
| Simplicity Wealth,LLC | 12,553 | $504K |
| Signal Advisors Wealth, LLC | 8,183 | $328K |
| BANK OF AMERICA CORP /DE | 2,794 | $112K |
| Advisory Services Network, LLC | 1,933 | $78K |
| Sound Income Strategies, LLC | 1,191 | $48K |
| MORGAN STANLEY | 1,123 | $45K |
| Western Wealth Management, LLC | 506 | $20K |
| AMERIFLEX GROUP, INC. | 150 | $6K |
| CoreCap Advisors, LLC | 14 | $1K |