Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / INNOVATION LEAD
-
Total 13F shares
-
2,058,036
-
Share change
-
+970
-
Total reported value
-
$60,619,582
-
Price per share
-
$29.43
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Number of holders
-
49
-
Value change
-
+$105,759
-
Number of buys
-
30
-
Number of sells
-
15
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q2 2025
As of 30 Jun 2025 FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) had 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,058,036 shares of stock of the company.
Largest 10 holders included Atria Investments, Inc, Mariner, LLC, HBW ADVISORY SERVICES LLC, ASSETMARK, INC, Mach-1 Financial Group, LLC, Wealth Watch Advisors, INC, U.S. Capital Wealth Advisors, LLC, Kraft, Davis & Associates, LLC, Tradewinds, LLC., and Merkkuri Wealth Advisors LLC.
This table shows 49 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.