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About First Trust Innovation Leaders ETF
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Inception date
May 25, 2021
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
ILDR is an actively-managed ETF that selects global firms that are anticipated to benefit from innovative development and are considered to be Innovation Leaders. The objective of the fund is to provide broad-market exposure, diversified across different innovation themes and emerging opportunities growing at a fast rate. The fund manager uses a top-down, bottom-up investment process in selecting securities which begins with identifying key themes by assessing the science and technology landscape for new areas of innovation then selects securities based on their investment merit and exposure to the selected themes. The funds investments may be of any market capitalization and may include, but are not limited to, innovative companies related to automation, advanced medicine, networks, advanced computing, enhanced mobility, energy revolution and e-commerce. The fund seeks long-term capital appreciation.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Stocks99.63%
Technology Services36.01%
Electronic Technology23.32%
Health Technology12.33%
Producer Manufacturing8.86%
Retail Trade6.88%
Utilities5.09%
Transportation3.25%
Commercial Services1.06%
Process Industries1.04%
Finance0.93%
Consumer Services0.87%
Bonds, Cash & Other0.37%
Mutual fund0.37%
Stock breakdown by region
North America94.13%
Europe5.38%
Asia0.49%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history