Baird Financial Group
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Baird Financial Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Baird Financial Group’s Portfolio FTXO Stock Details FTXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,320
Closed -$314K – 1796
2025
Q1 		$314K Sell
10,320
-28
-0.3% -$907 ﹤0.01% 1537
2024
Q4 		$329K Sell
10,348
-1,984
-16% -$63.7K ﹤0.01% 1521
2024
Q3 		$359K Sell
12,332
-58
-0.5% -$1.65K ﹤0.01% 1489
2024
Q2 		$329K Sell
12,390
-320
-3% -$8.41K ﹤0.01% 1528
2024
Q1 		$345K Sell
12,710
-75
-0.6% -$1.9K ﹤0.01% 1507
2023
Q4 		$323K Sell
12,785
-34,069
-73% -$746K ﹤0.01% 1488
2023
Q3 		$968K Buy
46,854
+34,299
+273% +$756K ﹤0.01% 1129
2023
Q2 		$266K Buy
12,555
+957
+8% +$20K ﹤0.01% 1540
2023
Q1 		$247K Buy
+11,598
New +$304K ﹤0.01% 1556
2022
Q2 		– Sell
-70,346
Closed -$2.24M – 1800
2022
Q1 		$2.24M Buy
+70,346
New +$2.41M 0.01% 859
2021
Q3 		– Sell
-21,663
Closed -$672K – 1881
2021
Q2 		$672K Sell
21,663
-3,543
-14% -$113K ﹤0.01% 1320
2021
Q1 		$786K Buy
25,206
+12,280
+95% +$354K ﹤0.01% 1220
2020
Q4 		$307K Buy
+12,926
New +$270K ﹤0.01% 1373
2019
Q3 		– Sell
-11,947
Closed -$303K – 1516
2019
Q2 		$303K Sell
11,947
-12,120
-50% -$307K ﹤0.01% 1327
2019
Q1 		$587K Sell
24,067
-501
-2% -$12.7K ﹤0.01% 981
2018
Q4 		$547K Sell
24,568
-93,061
-79% -$2.39M ﹤0.01% 957
2018
Q3 		$3.27M Sell
117,629
-25,034
-18% -$735K 0.02% 552
2018
Q2 		$4.06M Buy
142,663
+10,255
+8% +$306K 0.03% 481
2018
Q1 		$3.91M Sell
132,408
-14,308
-10% -$443K 0.03% 469
2017
Q4 		$4.31M Buy
146,716
+35,169
+32% +$995K 0.03% 447
2017
Q3 		$3.08M Buy
111,547
+4,144
+4% +$109K 0.02% 515
2017
Q2 		$2.84M Buy
107,403
+33,774
+46% +$867K 0.02% 523
2017
Q1 		$1.91M Buy
+73,629
New +$1.96M 0.02% 608

Other funds holding FTXO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $237M AUM 24.02% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group's FTXO Position: Q2 2025 in Review

Baird Financial Group sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2025, closing a stake of 10,320 shares — an estimated $314K sold.

Baird Financial Group first reported a position in FTXO in Q1 2017 and held it in 23 quarters. The position peaked at $4.31M in Q4 2017. 98 funds tracked by Wall St. Rank hold FTXO as of Q2 2025.

  • Baird Financial Group reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Baird Financial Group sold 10,320 First Trust Nasdaq Bank ETF shares in Q2 2025, an estimated $314K.
  • Baird Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q1 2017 and held it in 23 quarters.
  • Baird Financial Group's First Trust Nasdaq Bank ETF position peaked at $4.31M in Q4 2017.
  • 98 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.