Baird Financial Group, Inc. First Trust Mid Cap Value Alph Transaction History

Baird Financial Group, Inc.

$50.2 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$48.46 - $54.15 $590,097 - $659,384	12,177 Added 43.17%	40,385 $2.19 Million
Q4 2023 Feb 14, 2024	SELL	$41.67 - $51.49 $191,473 - $236,596	-4,595 Reduced 14.01%	28,208 $1.44 Million
Q3 2023 Nov 13, 2023	SELL	$43.82 - $49.03 $1.73 Million - $1.93 Million	-39,410 Reduced 54.57%	32,803 $1.46 Million
Q2 2023 Aug 11, 2023	BUY	$40.99 - $45.7 $557,832 - $621,931	13,609 Added 23.22%	72,213 $3.3 Million
Q1 2023 May 15, 2023	BUY	$41.35 - $50.05 $2.42 Million - $2.93 Million	58,604 New	58,604 $2.56 Million
Q3 2021 Nov 12, 2021	SELL	$42.51 - $46.2 $2.34 Million - $2.54 Million	-55,038 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$43.33 - $46.7 $2.38 Million - $2.57 Million	55,038 New	55,038 $2.45 Million

Others Institutions Holding FNK

# of Institutions

61

Shares Held

2.84M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.3M
Shares

$68.7 Million
7.93% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$13.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

248K
Shares

$13.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

238K
Shares

$12.6 Million
0.0% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

66.4K
Shares

$3.51 Million
0.18% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

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