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Showing 8 of 31 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in FT-PREFERRED SECUR & INC ETF

Baird Financial Group, Inc. holds 2M shares of FPE (FT-PREFERRED SECUR & INC ETF), worth $36.3M as of 2026-Q2. The position was increased (+3.4% shares). FPE represents 0.0% of Baird Financial Group, Inc.'s portfolio.

Current Value

$36.3M

Current Shares

2M

Total Value Change

+$6.9M

Total Shares Change

+403,546

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+3.4%
$36.3M0.0%$17.71
30
2026-Q1
Increased
2M
+10.8%
$34.8M0.1%$17.33
32
2025-Q4
Increased
1.8M
+2.0%
$32.3M0.1%$17.54
29
2025-Q3
Increased
1.7M
+0.3%
$31.7M0.1%$17.28
29
2025-Q2
Increased
1.7M
+0.6%
$30.8M0.1%$16.63
29
2025-Q1
Increased
1.7M
+4.3%
$30.3M0.1%$16.19
30
2024-Q4
Increased
1.6M
+1.5%
$29.2M0.1%$16.06
29
2024-Q3
Increased
1.6M
+20.2%
$29.4M0.1%$16.19
34

Other major holders of FPE: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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