Northwestern Mutual Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FDM Stock Details FDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7K	Buy	147 +35	+31%	+$3.07K	﹤0.01%	3012
2026 Q1	$9.19K	Hold	112	–	–	﹤0.01%	3094
2025 Q4	$8.92K	Sell	112 -200	-64%	-$15.4K	﹤0.01%	3031
2025 Q3	$23.6K	Buy	+312	New	+$23K	﹤0.01%	2611
2022 Q1	–	Sell	-7	Closed	–	–	3199
2021 Q4	$0	Buy	+7	New	+$441	﹤0.01%	3203
2019 Q4	–	Sell	-1,000	Closed	-$46K	–	2453
2019 Q3	$46K	Buy	+1,000	New	+$45K	﹤0.01%	1442
2016 Q2	–	Sell	-90	Closed	-$3K	–	2108
2016 Q1	$3K	Buy	+90	New	+$2.79K	﹤0.01%	1800

Other funds holding FDM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UFAC

Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's FDM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 31% in Q2 2026, buying an estimated $3.07K and bringing the position to 147 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Northwestern Mutual Wealth Management first reported a position in FDM in Q1 2016 and has held it in 7 quarters since. The position peaked at $46K in Q3 2019. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Northwestern Mutual Wealth Management held 147 shares of First Trust Dow Jones Select MicroCap Index Fund worth $13.7K as of Q2 2026.
Northwestern Mutual Wealth Management bought 35 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $3.07K.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3012 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2016 and has held it in 7 quarters since.
Northwestern Mutual Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $46K in Q3 2019.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.