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ILDRFirst Trust Innovation Leaders ETF

Grow my money5y track recordRanked #1,317 of 2,992 in this goal

Seeks capital appreciation.

By First Trust · Launched 2021

Annual Cost

0.75%

#3,918 of 5,854 · average

Fund Size

$302M

#1,976 of 5,854 · large

Return (1Y)Goal

+18.4%

Track Record

5 years

#2,330 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,256+22.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 42.9% of fundmoderately concentrated

NVIDIA Corp.
7.3%
Amazon.com, Inc.
5.5%
Alphabet Inc.
5.4%
Eli Lilly & Co.
4.2%
Schneider Electric SE
4.0%
Broadcom Inc
3.9%
Microsoft Corp.
3.9%
Oracle Corp.
3.3%
Micron Technology Inc.
2.7%
Siemens Energy AG
2.6%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Technology
47.4%
Healthcare
15.3%
Industrials
13.8%
Consumer Cyclical
8.9%
Communication
8.5%
Financial Services
2.9%
Energy
1.7%
Utilities
1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
24.4%High

Year-on-year price swings

Max drawdown
-44.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.30Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests primarily in common stock and depository receipts of U.S. and non-U.S. companies that may benefit from scientific and technological innovation. Concentrated in the information technology sector, the Fund identifies emerging opportunities through a top-down theme identification process and bottom-up stock selection.
Inception date
May 25, 2021
Fund family
First Trust

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Data updated on 2026-08-04