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First Trust Innovation Leaders ETF (ILDR) Institutional Ownership

First Trust Innovation Leaders ETF logo
$24.74
-0.18 (-0.72%)
(As of 09:59 AM ET)

Institutional Ownership Changes (13F Filings) for First Trust Innovation Leaders ETF (NYSEARCA:ILDR)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$31.14M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.08M
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ILDR Institutional Buying and Selling by Quarter

First Trust Innovation Leaders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc621,942$15.15M0.2%-6.5%47.842%
10/28/2024 Creative Financial Designs Inc. ADV49,798$1.21M0.1%+4.0%3.831%
10/4/2024 HBW Advisory Services LLC253,745$6.18M0.9%N/A19.519%
8/22/2024Cetera Investment Advisers76,733$1.80M0.0%+13.4%5.903%
7/11/2024 U.S. Capital Wealth Advisors LLC90,905$2.13M0.1%-1.5%6.993%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.24,878$584K0.2%N/A1.914%
5/24/2024Cetera Advisors LLC53,537$1.20M0.0%N/A4.118%
5/21/2024Atria Investments Inc673,602$15.05M0.2%+18.5%51.816%
4/5/2024 NBC Securities Inc.17,814$397K0.0%+10.1%8.907%
2/7/2024 NBC Securities Inc.16,176$319K0.0%+15.0%8.088%
2/6/2024 U.S. Capital Wealth Advisors LLC67,900$1.34M0.1%+253.6%33.950%
1/10/2024 Creative Financial Designs Inc. ADV13,081$258K0.0%+71.6%6.541%
11/13/2023Mariner LLC559,556$9.62M0.0%N/A279.778%
11/7/2023Atria Investments Inc556,269$9.56M0.2%N/A278.135%
11/4/2023 NBC Securities Inc.14,072$241K0.0%N/A7.036%
10/20/2023 U.S. Capital Wealth Advisors LLC19,200$330K0.0%N/A9.600%
8/9/2023Flow Traders U.S. LLC23,975$436K0.0%-3.2%11.988%
7/26/2023 Creative Financial Designs Inc. ADV3,470$63K0.0%+638.3%1.735%
4/19/2023 International Assets Investment Management LLC166,406$5.55M0.8%N/A83.203%
11/15/2022Flow Traders U.S. LLC10,771$152K0.0%-33.1%5.386%
8/13/2022Flow Traders U.S. LLC16,106$222K0.0%-36.0%8.053%
8/11/2022Cetera Investment Advisers32,703$451K0.0%-2.2%16.352%
2/15/2022Laidlaw Wealth Management LLC21,065$459K0.1%-46.2%10.533%
2/3/2022Advisor Group Holdings Inc.5,295$116K0.0%N/A2.648%
11/12/2021Laidlaw Wealth Management LLC39,165$850K0.2%N/A26.110%
8/24/2021Flow Traders U.S. LLC15,037$333K0.0%N/A10.025%
(Data available from 1/1/2016 forward)

ILDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILDR shares?

During the previous two years, 11 institutional investors and hedge funds held shares of First Trust Innovation Leaders ETF. The most heavily invested institutionals were Atria Investments Inc ($15.15M), Mariner LLC ($9.62M), HBW Advisory Services LLC ($6.18M), International Assets Investment Management LLC ($5.55M), U.S. Capital Wealth Advisors LLC ($2.13M), Cetera Investment Advisers ($1.80M), and Creative Financial Designs Inc. ADV ($1.21M).Learn more on ILDR's institutional investors.

Which institutional investors have been buying First Trust Innovation Leaders ETF stock?

Of the 10 institutional investors that purchased First Trust Innovation Leaders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Investments Inc ($661.38K), Mariner LLC ($559.56K), HBW Advisory Services LLC ($253.75K), International Assets Investment Management LLC ($166.41K), U.S. Capital Wealth Advisors LLC ($67.90K), Cetera Advisors LLC ($53.54K), and Thurston Springer Miller Herd & Titak Inc. ($24.88K).

How much institutional buying is happening at First Trust Innovation Leaders ETF?

Institutional investors have bought a total of 1,824,655 shares in the last 24 months. This purchase volume represents approximately $34.21M in transactions.

Which First Trust Innovation Leaders ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust Innovation Leaders ETF stock in the last 24 months: Atria Investments Inc ($42.95K), Flow Traders U.S. LLC ($6.12K), and U.S. Capital Wealth Advisors LLC ($1.40K).

How much institutional selling is happening at First Trust Innovation Leaders ETF?

Institutional investors have sold a total of 50,466 shares in the last 24 months. This volume of shares sold represents approximately $1.17M in transactions.



This page (NYSEARCA:ILDR) was last updated on 11/4/2024 by MarketBeat.com Staff
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