Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.2K Buy
1,570
+5
+0.3% +$164 ﹤0.01% 2432
2025
Q4 		$48K Sell
1,565
-1,050
-40% -$31.5K ﹤0.01% 2412
2025
Q3 		$76.4K Buy
2,615
+47
+2% +$1.33K ﹤0.01% 2163
2025
Q2 		$69.8K Sell
2,568
-2,722
-51% -$69.4K ﹤0.01% 2133
2025
Q1 		$134K Buy
5,290
+2,722
+106% +$73.4K ﹤0.01% 1824
2024
Q4 		$69K Buy
+2,568
New +$71.8K ﹤0.01% 2057

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $119M AUM
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Northwestern Mutual Wealth Management's FFSM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.32% in Q1 2026, buying an estimated $164 and bringing the position to 1,570 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Northwestern Mutual Wealth Management first reported a position in FFSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $134K in Q1 2025. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,570 shares of Fidelity Fundamental Small-Mid Cap ETF worth $50.2K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 5 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $164.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2432 holding.
  • Northwestern Mutual Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Northwestern Mutual Wealth Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $134K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.