Northwestern Mutual Wealth Management
FGB

Northwestern Mutual Wealth Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FGB Stock Details FGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-701
Closed -$2.95K – 3757
2024
Q4 		$2.95K Buy
+701
New +$2.93K ﹤0.01% 3087

Other funds holding FGB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's FGB Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q1 2025, closing a stake of 701 shares — an estimated $2.95K sold.

Northwestern Mutual Wealth Management first reported a position in FGB in Q4 2024 and held it in 1 quarter. The position peaked at $2.95K in Q4 2024. 40 funds tracked by Wall St. Rank hold FGB as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 701 First Trust Specialty Finance and Financial Opportunities Fund shares in Q1 2025, an estimated $2.95K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $2.95K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.