IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust Innovation Leade (ILDR)

CUSIP: 33740F565 | NYSE | 141 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC2,064,866
0.0% of portfolio›$81.6M
Assetmark, Inc255,584
0.0% of portfolio›$10.1M
HBW Advisory Services LLC230,259
0.9% of portfolio›$9.1M
Atria Investments, Inc187,452
0.1% of portfolio›$7.4M
Tsfg, LLC164,422
3.4% of portfolio›$6.5M
Maia Wealth LLC153,281
0.8% of portfolio›$6.1M
Mach-1 Financial Group, LLC131,226
2.0% of portfolio›$5.2M
RFG Advisory, LLC118,507
0.1% of portfolio›$4.7M
Kestra Private Wealth Services, LLC117,335
0.0% of portfolio›$4.6M
Kingswood Wealth Advisors, LLC113,452
0.2% of portfolio›$4.5M
Patriot Financial Group Insurance Agency, LLC110,915
0.4% of portfolio›$4.4M
Cambridge Investment Research Advisors, Inc.86,874
0.0% of portfolio›$3.4M
Farther Finance Advisors, LLC85,063
0.0% of portfolio›$3.4M
Kestra Advisory Services, LLC83,889
0.0% of portfolio›$3.3M
Merkkuri Wealth Advisors LLC82,452
2.0% of portfolio›$3.3M
Arwa LLC64,898
0.9% of portfolio›$2.6M
Creative Financial Designs Inc64,344
0.1% of portfolio›$2.5M
Commonwealth Equity Services, LLC55,027
0.0% of portfolio›$2.2M
Centennial Wealth Advisory LLC52,473
0.4% of portfolio›$2.1M
Daymark Wealth Partners, LLC45,654
0.0% of portfolio›$1.8M
Sigma Planning Corp40,400
0.0% of portfolio›$1.6M
Prospera Financial Services Inc37,229
0.0% of portfolio›$1.3M
CPR Investments Inc.32,555
1.0% of portfolio›$1.3M
Strategic Blueprint, LLC30,643
0.1% of portfolio›$1.2M
Prairie Advisory, LLC27,568
0.1% of portfolio›$1.1M
Morey & Quinn Wealth Partners, LLC26,304
0.7% of portfolio›$1.0M
Newman Dignan & Sheerar, Inc.25,857
0.2% of portfolio›$1.0M
Symphony Financial, Ltd. Co.22,790
0.1% of portfolio›$901.3K
Chris Bulman Inc21,741
0.3% of portfolio›$858.8K
Brookstone Capital Management18,840
0.0% of portfolio›$744.2K
Sowell Financial Services LLC15,594
0.0% of portfolio›$616.0K
Truist Financial Corp14,472
0.0% of portfolio›$571.6K
Apollon Wealth Management, LLC13,329
0.0% of portfolio›$526.5K
Clear Creek Financial Management, LLC12,938
0.0% of portfolio›$511.1K
Redhawk Wealth Advisors, Inc.12,334
0.0% of portfolio›$487.2K
Pacific Excel Wealth Advisors, Inc.11,778
0.5% of portfolio›$465.2K
Global Assets Advisory, LLC11,420
0.1% of portfolio›$460.8K
Concurrent Investment Advisors, LLC9,212
0.0% of portfolio›$363.9K
Triton Wealth Management, Pllc7,094
0.1% of portfolio›$254.8K
International Assets Investment Management, LLC6,648
0.0% of portfolio›$263.3K
TD Waterhouse Canada Inc.6,611
0.0% of portfolio›$261.0K
Golden State Wealth Management, LLC5,912
0.0% of portfolio›$233.5K
BAM Wealth Management, LLC5,566
0.1% of portfolio›$219.9K
D.A. Davidson & Co.5,500
0.0% of portfolio›$217.3K
Independent Financial Group, LLC5,286
0.0% of portfolio›$208.8K
WealthPlan Investment Management, LLC5,100
0.0% of portfolio›$201.5K
Fifth Third Bancorp4,500
0.0% of portfolio›$177.8K
Triumph Capital Management4,200
0.0% of portfolio›$165.9K
Thurston, Springer, Miller, Herd & Titak, Inc.1,360
0.1% of portfolio›$53.7K
Key FInancial Inc1,240
0.0% of portfolio›$49.0K
Balance Wealth Partners LLC903
0.0% of portfolio›$35.7K
Parallel Advisors, LLC841
0.0% of portfolio›$33.2K
Capital Investment Advisory Services, LLC550
0.0% of portfolio›$21.7K
Signature Equity Partners, LLC437
0.0% of portfolio›$17.3K
Noble Wealth Management PBC275
0.0% of portfolio›$10.9K
Pflug Koory, LLC100
0.0% of portfolio›$4.0K
Wolff Wiese Magana LLC44
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
LPL Financial LLC
2,064,866$81.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Assetmark, Inc
255,584$10.1M0.0%ETFLowConcord, CA2026-10-21
HBW Advisory Services LLC
230,259$9.1M0.9%ETFMediumSimi Valley, CA2026-10-15
Atria Investments, Inc
187,452$7.4M0.1%CoreMediumCharlotte, NC2026-10-15
Tsfg, LLC
164,422$6.5M3.4%ETFLowLake Forest, IL2026-10-23
Maia Wealth LLC
153,281$6.1M0.8%ETFMediumDenver, CO2026-10-19
Mach-1 Financial Group, LLC
131,226$5.2M2.0%ETFVery HighRogers, AR2026-11-06
RFG Advisory, LLC
118,507$4.7M0.1%ETFMediumBirmingham, AL2026-11-03
Kestra Private Wealth Services, LLC
117,335$4.6M0.0%GrowthLowAustin, TX2026-11-06
Kingswood Wealth Advisors, LLC
113,452$4.5M0.2%GrowthLowSan Diego, CA2026-10-23
Patriot Financial Group Insurance Agency, LLC
110,915$4.4M0.4%GrowthLowWalpole, MA2026-10-14
Cambridge Investment Research Advisors, Inc.
86,874$3.4M0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
85,063$3.4M0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
83,889$3.3M0.0%CoreLowAustin, TX2026-11-02
Merkkuri Wealth Advisors LLC
82,452$3.3M2.0%ETFMediumHicksville, NY2026-11-03
Arwa LLC
64,898$2.6M0.9%ETFMediumFort Worth, TX2026-10-21
Creative Financial Designs Inc
64,344$2.5M0.1%ETFMediumKokomo, IN2026-11-04
Commonwealth Equity Services, LLC
55,027$2.2M0.0%ETFLowWaltham, MA2026-11-02
Centennial Wealth Advisory LLC
52,473$2.1M0.4%ETFLowTraverse City, MI2026-10-16
Daymark Wealth Partners, LLC
45,654$1.8M0.0%CoreLowCincinnati, OH2026-11-04
Sigma Planning Corp
40,400$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Prospera Financial Services Inc
37,229$1.3M0.0%CoreMediumDallas, TX2026-11-04
CPR Investments Inc.
32,555$1.3M1.0%ETFHighRochester, MI2026-10-26
Strategic Blueprint, LLC
30,643$1.2M0.1%ETFLowAtlanta, GA2026-10-22
Prairie Advisory, LLC
27,568$1.1M0.1%ETFN/ALeawood, KS2026-10-19
Morey & Quinn Wealth Partners, LLC
26,304$1.0M0.7%CoreVery LowOmaha, NE2026-10-28
Newman Dignan & Sheerar, Inc.
25,857$1.0M0.2%ETFLowProvidence, RI2026-10-21
Symphony Financial, Ltd. Co.
22,790$901.3K0.1%GrowthLowHouston, TX2026-10-22
Chris Bulman Inc
21,741$858.8K0.3%ETFLowRoseville, CA2026-10-20
Brookstone Capital Management
18,840$744.2K0.0%ETFMediumWheaton, IL2026-10-22
Sowell Financial Services LLC
15,594$616.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Truist Financial Corp
14,472$571.6K0.0%CoreLowCharlotte, NC2026-10-30
Apollon Wealth Management, LLC
13,329$526.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Clear Creek Financial Management, LLC
12,938$511.1K0.0%ETFMediumSilverdale, WA2026-10-28
Redhawk Wealth Advisors, Inc.
12,334$487.2K0.0%ETFHighMinneapolis, MN2026-10-14
Pacific Excel Wealth Advisors, Inc.
11,778$465.2K0.5%ETFHighWalnut Creek, CA2026-10-27
Global Assets Advisory, LLC
11,420$460.8K0.1%GrowthHighOrlando, FL2026-10-28
Concurrent Investment Advisors, LLC
9,212$363.9K0.0%GrowthMediumTampa, FL2026-10-16
Triton Wealth Management, Pllc
7,094$254.8K0.1%ETFMediumSun City, AZ2026-11-04
International Assets Investment Management, LLC
6,648$263.3K0.0%CoreVery HighOrlando, FL2026-11-02
TD Waterhouse Canada Inc.
6,611$261.0K0.0%CoreLowToronto, Australia2026-10-16
Golden State Wealth Management, LLC
5,912$233.5K0.0%ETFMediumSanta Ana, CA2026-11-02
BAM Wealth Management, LLC
5,566$219.9K0.1%ETFHighLakewood, CO2026-10-15
D.A. Davidson & Co.
5,500$217.3K0.0%CoreLowGreat Falls, MT2026-10-28
Independent Financial Group, LLC
5,286$208.8K0.0%GrowthLowSan Diego, CA2026-10-13
WealthPlan Investment Management, LLC
5,100$201.5K0.0%GrowthMediumOmaha, NE2026-10-15
Fifth Third Bancorp
4,500$177.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Triumph Capital Management
4,200$165.9K0.0%ETFMediumDenver, CO2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
1,360$53.7K0.1%GrowthMediumIndianapolis, IN2026-10-14
Key FInancial Inc
1,240$49.0K0.0%ETFLowWest Chester, PA2026-11-02
Balance Wealth Partners LLC
903$35.7K0.0%ETFMediumWorthington, OH2026-10-27
Parallel Advisors, LLC
841$33.2K0.0%IndexLowSan Francisco, CA2026-11-03
Capital Investment Advisory Services, LLC
550$21.7K0.0%CoreMediumRaleigh, NC2026-10-30
Signature Equity Partners, LLC
437$17.3K0.0%GrowthMediumColumbus, OH2026-10-29
Noble Wealth Management PBC
275$10.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Pflug Koory, LLC
100$4.0K0.0%CoreVery LowOmaha, NE2026-10-26
Wolff Wiese Magana LLC
44$1.7K0.0%GrowthLowCarslbad, CA2026-10-15