Baird Financial Group
NXTG icon

Baird Financial Group’s First Trust Indxx NextG ETF NXTG Stock Holding History

Baird Financial Group’s Portfolio NXTG Stock Details NXTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$818K Sell
7,305
-366
-5% -$41.9K ﹤0.01% 1320
2025
Q4 		$827K Sell
7,671
-171
-2% -$18.3K ﹤0.01% 1308
2025
Q3 		$812K Sell
7,842
-337
-4% -$33.6K ﹤0.01% 1324
2025
Q2 		$796K Buy
8,179
+36
+0.4% +$3.2K ﹤0.01% 1270
2025
Q1 		$691K Sell
8,143
-161
-2% -$14.1K ﹤0.01% 1294
2024
Q4 		$708K Sell
8,304
-18
-0.2% -$1.55K ﹤0.01% 1279
2024
Q3 		$727K Sell
8,322
-354
-4% -$29.8K ﹤0.01% 1267
2024
Q2 		$711K Sell
8,676
-4
-0% -$314 ﹤0.01% 1282
2024
Q1 		$688K Buy
8,680
+142
+2% +$11K ﹤0.01% 1275
2023
Q4 		$655K Sell
8,538
-461
-5% -$32.6K ﹤0.01% 1274
2023
Q3 		$611K Sell
8,999
-2,792
-24% -$197K ﹤0.01% 1265
2023
Q2 		$846K Buy
11,791
+105
+0.9% +$7.26K ﹤0.01% 1170
2023
Q1 		$812K Sell
11,686
-1,119
-9% -$74.2K ﹤0.01% 1160
2022
Q4 		$781K Buy
12,805
+197
+2% +$11.8K ﹤0.01% 1140
2022
Q3 		$702K Buy
12,608
+515
+4% +$33K ﹤0.01% 1170
2022
Q2 		$779K Buy
12,093
+683
+6% +$47.6K ﹤0.01% 1181
2022
Q1 		$867K Buy
11,410
+83
+0.7% +$6.38K ﹤0.01% 1212
2021
Q4 		$936K Sell
11,327
-495
-4% -$39.4K ﹤0.01% 1223
2021
Q3 		$902K Buy
11,822
+52
+0.4% +$4.03K ﹤0.01% 1245
2021
Q2 		$898K Buy
11,770
+210
+2% +$15.7K ﹤0.01% 1218
2021
Q1 		$845K Buy
11,560
+7,182
+164% +$520K ﹤0.01% 1188
2020
Q4 		$303K Buy
+4,378
New +$280K ﹤0.01% 1378

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 NXTG Position: Q1 2026 in Review

Baird Financial Group reduced its First Trust Indxx NextG ETF (NXTG) stake by 4.8% in Q1 2026, selling an estimated $41.9K and leaving 7,305 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Baird Financial Group first reported a position in NXTG in Q4 2020 and has held it in 22 quarters since. The position peaked at $936K in Q4 2021. 137 funds tracked by Wall St. Rank hold NXTG as of Q1 2026.

  • Baird Financial Group held 7,305 shares of First Trust Indxx NextG ETF worth $818K as of Q1 2026.
  • Baird Financial Group sold 366 First Trust Indxx NextG ETF shares in Q1 2026, an estimated $41.9K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1320 holding.
  • Baird Financial Group first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 22 quarters since.
  • Baird Financial Group's First Trust Indxx NextG ETF position peaked at $936K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.