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
-
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) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,058,036 shares.
The 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, Merkkuri Wealth Advisors LLC, and Tradewinds, LLC..
This page lists
49
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.