Northwestern Mutual Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	209,609 -13,943	-6%	-$713K	0.01%	615
2026 Q1	$11.3M	Buy	223,552 +12,622	+6%	+$649K	0.01%	578
2025 Q4	$10.8M	Buy	210,930 +5,765	+3%	+$295K	0.01%	556
2025 Q3	$10.4M	Buy	205,165 +25,746	+14%	+$1.29M	0.01%	532
2025 Q2	$8.94M	Sell	179,419 -28,153	-14%	-$1.4M	0.01%	530
2025 Q1	$10.5M	Sell	207,572 -13,926	-6%	-$710K	0.01%	471
2024 Q4	$11.3M	Buy	221,498 +47,710	+27%	+$2.45M	0.01%	438
2024 Q3	$9.03M	Buy	173,788 +16,429	+10%	+$848K	0.01%	478
2024 Q2	$8.03M	Sell	157,359 -984	-0.6%	-$50.2K	0.01%	472
2024 Q1	$8.13M	Buy	158,343 +18,221	+13%	+$938K	0.01%	461
2023 Q4	$7.24M	Buy	140,122 +89,849	+179%	+$4.47M	0.01%	452
2023 Q3	$2.46M	Buy	50,273 +6,006	+14%	+$302K	﹤0.01%	675
2023 Q2	$2.24M	Buy	44,267 +4,431	+11%	+$225K	﹤0.01%	675
2023 Q1	$2.03M	Buy	39,836 +18,990	+91%	+$965K	﹤0.01%	680
2022 Q4	$1.04M	Buy	20,846 +10,128	+94%	+$502K	﹤0.01%	856
2022 Q3	$523K	Buy	10,718 +8,565	+398%	+$435K	﹤0.01%	1024
2022 Q2	$109K	Buy	2,153 +1,349	+168%	+$69.1K	﹤0.01%	1615
2022 Q1	$43K	Buy	804 +108	+16%	+$5.94K	﹤0.01%	2013
2021 Q4	$39K	Sell	696 -49	-7%	-$2.78K	﹤0.01%	2068
2021 Q3	$42K	Buy	745 +445	+148%	+$25.6K	﹤0.01%	1953
2021 Q2	$17K	Hold	300	–	–	﹤0.01%	2250
2021 Q1	$17K	Sell	300 -134	-31%	-$7.6K	﹤0.01%	2114
2020 Q4	$25K	Buy	434 +134	+45%	+$7.5K	﹤0.01%	1881
2020 Q3	$17K	Hold	300	–	–	﹤0.01%	1846
2020 Q2	$17K	Hold	300	–	–	﹤0.01%	1761
2020 Q1	$16K	Sell	300 -13	-4%	-$722	﹤0.01%	1759
2019 Q4	$17K	Sell	313 -270	-46%	-$15K	﹤0.01%	1782
2019 Q3	$32K	Hold	583	–	–	﹤0.01%	1564
2019 Q2	$32K	Buy	583 +300	+106%	+$16.3K	﹤0.01%	1557
2019 Q1	$15K	Hold	283	–	–	﹤0.01%	1818
2018 Q4	$15K	Buy	+283	New	+$14.7K	﹤0.01%	1697

Other funds holding FMB

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 6.2% in Q2 2026, selling an estimated $713K and leaving 209,609 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #615.

Northwestern Mutual Wealth Management first reported a position in FMB in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.3M in Q1 2026. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Northwestern Mutual Wealth Management held 209,609 shares of First Trust Managed Municipal ETF worth $10.8M as of Q2 2026.
Northwestern Mutual Wealth Management sold 13,943 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $713K.
First Trust Managed Municipal ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #615 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2018 and has held it in 31 quarters since.
Northwestern Mutual Wealth Management's First Trust Managed Municipal ETF position peaked at $11.3M in Q1 2026.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

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