ILDR β€” First Trust Innovation Leaders ETF

Ownership history in Newman Dignan & Sheerar, Inc.  Β·  4 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported First Trust Innovation Leaders ETF (ILDR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows ILDR at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ILDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newman Dignan & Sheerar, Inc.'s position in First Trust Innovation Leaders ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ILDR was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Newman Dignan & Sheerar, Inc. held ILDR β€” position size vs. price
% of Fund (quarterly)    ILDR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,500 +12,497 +124.9% 0.14% $670K 2026-04-13 $32.33
2025 Q4 ADDED 10,003 +299 +3.1% 0.07% $330K 2026-01-22 $33.54
2025 Q3 REDUCED 9,704 -1,215 -11.1% 0.07% $314K 2025-10-09 $33.79
2025 Q2 INITIATED 10,919 β€” β€” 0.07% $321K 2025-07-18 $30.16

FAQ About Newman Dignan & Sheerar, Inc. and ILDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Newman Dignan & Sheerar, Inc. reported owning ILDR?

Newman Dignan & Sheerar, Inc. reported ILDR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ILDR position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for ILDR was 0.14% in 2026 Q1.

What is the latest reported ILDR position on this page?

The most recent filing on this page is 2026 Q1, when Newman Dignan & Sheerar, Inc. reported 22,500 shares, equal to 0.14% of portfolio, with an estimated market value of $670K.

What does the chart on this ILDR ownership page compare?

The chart compares Newman Dignan & Sheerar, Inc.'s quarterly ILDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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