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

As of 2026-Q1, Baird Financial Group, Inc. holds 14,372 shares of RFDI (FIRST TR EXCH TRADED FD III).

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

As of 2026-Q1, Baird Financial Group, Inc.'s RFDI position is worth $1.2M.

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

Based on available 13F filings, Baird Financial Group, Inc. first reported a position in RFDI in 2018-Q4. They have held the position across 30 quarters.

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Baird Financial Group, Inc.

RFDI
30 quarters

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

Current Value

$1.2M

Current Shares

14,372

Total Value Change

-$1.6M

Total Shares Change

-40,665

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Unchanged	14,372	0.0%	$1.2M	0.0%	$84.24	0
2025-Q4	Decreased	14,372	-0.2%	$1.2M	0.0%	$80.87	0
2025-Q3	Decreased	14,398	-1.2%	$1.1M	0.0%	$75.69	0
2025-Q2	Decreased	14,573	-1.8%	$1.1M	0.0%	$71.42	0
2025-Q1	Decreased	14,840	-2.9%	$986,563	0.0%	$64.93	0
2024-Q4	Increased	15,283	+4.8%	$939,293	0.0%	$59.04	26
2024-Q3	Decreased	14,576	-1.6%	$981,694	0.0%	$64.16	0
2024-Q2	Decreased	14,809	-5.6%	$942,297	0.0%	$59.53	0
2024-Q1	Decreased	15,694	-1.3%	$1M	0.0%	$59.16	0
2023-Q4	Decreased	15,896	-42.8%	$972,676	0.0%	$56.10	0
2023-Q3	Decreased	27,777	-6.2%	$1.5M	0.0%	$50.83	0
2023-Q2	Decreased	29,604	-1.0%	$1.7M	0.0%	$51.56	0
2023-Q1	Decreased	29,903	-3.1%	$1.7M	0.0%	$50.06	0
2022-Q4	Decreased	30,849	-44.3%	$1.6M	0.0%	$47.49	0
2022-Q3	Increased	55,360	+1.8%	$2.6M	0.0%	$40.90	27
2022-Q2	Increased	54,366	+1.8%	$2.9M	0.0%	$46.87	27
2022-Q1	Increased	53,400	+2.8%	$3.5M	0.0%	$56.74	27
2021-Q4	Increased	51,937	+8.6%	$3.8M	0.0%	$61.93	29
2021-Q3	Increased	47,848	+0.5%	$3.3M	0.0%	$57.76	27
2021-Q2	Increased	47,620	+0.2%	$3.4M	0.0%	$59.23	26
2021-Q1	Increased	47,538	+2.4%	$3.1M	0.0%	$53.88	27
2020-Q4	Decreased	46,436	-3.6%	$3M	0.0%	$53.37	0
2020-Q3	Decreased	48,180	-2.0%	$2.7M	0.0%	$46.49	0
2020-Q2	Decreased	49,189	-10.1%	$3M	0.0%	$43.64	0
2020-Q1	Increased	54,727	+6.6%	$2.5M	0.0%	$37.14	28
2019-Q4	Decreased	51,356	-21.6%	$3.1M	0.0%	$48.27	0
2019-Q3	Decreased	65,487	-14.5%	$3.6M	0.0%	$44.63	0
2019-Q2	Increased	76,588	+31.4%	$4.3M	0.0%	$45.42	34
2019-Q1	Increased	58,270	+5.9%	$3.3M	0.0%	$44.37	28
2018-Q4	New	55,037	-	$2.8M	0.0%	$40.18	36

Other major holders of RFDI: MORGAN STANLEY

RFDI30 quarters

RFDI
30 quarters