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
Q2 		$913K Sell
5,953
-1,352
-19% -$192K ﹤0.01% 1352
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group's NXTG Position: Q2 2026 in Review

Baird Financial Group reduced its First Trust Indxx NextG ETF (NXTG) stake by 19% in Q2 2026, selling an estimated $192K and leaving 5,953 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Baird Financial Group first reported a position in NXTG in Q4 2020 and has held it in 23 quarters since. The position peaked at $936K in Q4 2021. 147 funds tracked by Wall St. Rank hold NXTG as of Q2 2026.

  • Baird Financial Group held 5,953 shares of First Trust Indxx NextG ETF worth $913K as of Q2 2026.
  • Baird Financial Group sold 1,352 First Trust Indxx NextG ETF shares in Q2 2026, an estimated $192K.
  • First Trust Indxx NextG ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1352 holding.
  • Baird Financial Group first reported a position in First Trust Indxx NextG ETF in Q4 2020 and has held it in 23 quarters since.
  • Baird Financial Group's First Trust Indxx NextG ETF position peaked at $936K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.