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FDMFDM
23 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in FIRST TR D

Baird Financial Group, Inc. holds 143,758 shares of FDM (FIRST TR D), worth $13.4M as of 2026-Q2. The position was increased (+3.1% shares). FDM represents 0.0% of Baird Financial Group, Inc.'s portfolio.

Current Value

$13.4M

Current Shares

143,758

Total Value Change

+$5.8M

Total Shares Change

-15,340

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
143,758
+3.1%
$13.4M0.0%$92.71
29
2026-Q1
Increased
139,406
+1.3%
$11.4M0.0%$81.40
28
2025-Q4
Increased
137,581
+0.7%
$11M0.0%$78.73
28
2025-Q3
Increased
136,640
+1.1%
$10.4M0.0%$74.56
28
2025-Q2
Decreased
135,125
-5.6%
$9.7M0.0%$70.27
0
2025-Q1
Increased
143,172
+7.1%
$8.9M0.0%$60.80
30
2024-Q4
Decreased
133,671
-22.6%
$9.1M0.0%$66.36
0
2024-Q3
Decreased
172,702
-0.8%
$11.1M0.0%$62.16
0
2024-Q2
Decreased
174,129
-0.2%
$10.4M0.0%$57.93
0
2024-Q1
Increased
174,527
+1.4%
$11M0.0%$60.15
28
2023-Q4
Increased
172,104
+3.2%
$10.6M0.0%$58.73
29
2023-Q3
Decreased
166,794
-0.2%
$9.1M0.0%$52.24
0
2023-Q2
Decreased
167,153
-2.0%
$9.4M0.0%$53.35
0
2023-Q1
Decreased
170,654
-5.3%
$9.2M0.0%$50.52
0
2022-Q4
Decreased
180,299
-1.3%
$10M0.0%$52.08
0
2022-Q3
Increased
182,726
+0.6%
$9.1M0.0%$46.64
28
2022-Q2
Increased
181,576
+9.4%
$9.5M0.0%$48.59
30
2022-Q1
Increased
165,927
+2.8%
$10M0.0%$55.64
28
2021-Q4
Decreased
161,398
-6.2%
$10.3M0.0%$58.92
0
2021-Q3
Increased
172,146
+1.1%
$10.3M0.0%$54.90
28
2021-Q2
Increased
170,359
+5.2%
$10.5M0.0%$56.44
29
2021-Q1
Increased
161,960
+1.8%
$9.7M0.0%$54.86
28
2020-Q4
New
159,098
-
$7.6M0.0%$43.62
38

Other major holders of FDM: LPL Financial LLC

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