How many shares of FDL does Baird Financial Group, Inc. own?

As of 2026-Q2, Baird Financial Group, Inc. holds 581,274 shares of FDL (FIRST TR EXCHANGE-TRADED FD).

What is Baird Financial Group, Inc.'s FDL position worth?

As of 2026-Q2, Baird Financial Group, Inc.'s FDL position is worth $28.3M.

Is Baird Financial Group, Inc. buying or selling FDL?

In 2026-Q2, Baird Financial Group, Inc. decreased their FDL position (-2.1% change in shares).

When did Baird Financial Group, Inc. first buy FDL?

Based on available 13F filings, Baird Financial Group, Inc. first reported a position in FDL in 2018-Q4. They have held the position across 31 quarters.

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Baird Financial Group, Inc.

FDL
31 quarters

Position history for Baird Financial Group, Inc.'s holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$28.3M

Current Shares

581,274

Total Value Change

+$20.3M

Total Shares Change

+289,204

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	581,274	-2.1%	$28.3M	0.0%	$48.66	0
2026-Q1	Increased	593,781	+36.6%	$30.2M	0.0%	$50.31	38
2025-Q4	Decreased	434,550	-0.5%	$19.3M	0.0%	$43.57	0
2025-Q3	Increased	436,814	+398.1%	$19M	0.0%	$42.13	46
2025-Q2	Decreased	87,697	-8.2%	$3.7M	0.0%	$40.24	0
2025-Q1	Increased	95,545	+5.2%	$4.2M	0.0%	$41.29	28
2024-Q4	Increased	90,821	+2.8%	$3.7M	0.0%	$37.96	27
2024-Q3	Increased	88,385	+11.5%	$3.7M	0.0%	$38.79	30
2024-Q2	Increased	79,291	+0.3%	$3M	0.0%	$35.37	26
2024-Q1	Increased	79,084	+0.4%	$3M	0.0%	$35.42	26
2023-Q4	Increased	78,774	+0.2%	$2.8M	0.0%	$32.74	26
2023-Q3	Decreased	78,640	-1.2%	$2.6M	0.0%	$30.08	0
2023-Q2	Decreased	79,590	-9.7%	$2.7M	0.0%	$29.74	0
2023-Q1	Decreased	88,107	-21.6%	$3.1M	0.0%	$30.63	0
2022-Q4	Increased	112,392	+60.0%	$4.1M	0.0%	$31.81	38
2022-Q3	Decreased	70,240	-22.5%	$2.3M	0.0%	$27.17	0
2022-Q2	Increased	90,591	+64.3%	$3.2M	0.0%	$29.44	39
2022-Q1	Decreased	55,131	-2.3%	$2.1M	0.0%	$31.08	0
2021-Q4	Decreased	56,422	-0.3%	$2M	0.0%	$29.30	0
2021-Q3	Increased	56,609	+3.6%	$1.9M	0.0%	$26.41	27
2021-Q2	Decreased	54,657	-0.5%	$1.8M	0.0%	$26.53	0
2021-Q1	Decreased	54,942	-0.0%	$1.8M	0.0%	$25.89	0
2020-Q4	Decreased	54,955	-79.5%	$1.6M	0.0%	$23.24	0
2020-Q3	Decreased	267,577	-1.0%	$7M	0.0%	$20.21	0
2020-Q2	Increased	270,299	+4.3%	$6.9M	0.0%	$19.44	28
2020-Q1	Increased	259,212	+1.0%	$5.8M	0.0%	$16.87	27
2019-Q4	Decreased	256,552	-0.3%	$8.4M	0.0%	$24.63	0
2019-Q3	Decreased	257,343	-1.5%	$8M	0.0%	$23.21	0
2019-Q2	Increased	261,166	+257.4%	$8M	0.0%	$22.70	44
2019-Q1	Decreased	73,067	-75.0%	$2.2M	0.0%	$22.16	0
2018-Q4	New	292,070	-	$8M	0.1%	$19.75	38

Other major holders of FDL: Steward Partners Investment Advisory, LLC, LPL Financial LLC

FDL31 quarters

FDL
31 quarters