Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / INNOVATION LEAD
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
2,058,036
-
Shares change
-
+970
-
Total reported value, excl. options
-
$60,619,582
-
Value change
-
+$105,759
-
Number of buys
-
30
-
Number of sells
-
-15
-
Price
-
$29.43
Significant Holders of FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) as of Q2 2025
50 filings reported holding ILDR - FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD as of Q2 2025.
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD (ILDR) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,058,036 shares
.
Largest 10 shareholders include Atria Investments, Inc (285,122 shares), Mariner, LLC (284,885 shares), HBW ADVISORY SERVICES LLC (243,547 shares), ASSETMARK, INC (167,000 shares), Mach-1 Financial Group, LLC (109,266 shares), Wealth Watch Advisors, INC (87,305 shares), U.S. Capital Wealth Advisors, LLC (80,430 shares), Kraft, Davis & Associates, LLC (61,083 shares), Merkkuri Wealth Advisors LLC (58,766 shares), and Tradewinds, LLC. (58,766 shares).
This table shows the top 49 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.