Northwestern Mutual Wealth Management’s First Trust S&P REIT Index Fund FRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28	Buy	+1	New	+$29	﹤0.01%	4062
2024 Q4	–	Sell	-523	Closed	-$15.5K	–	3703
2024 Q3	$15.5K	Buy	523 +323	+162%	+$9.04K	﹤0.01%	2548
2024 Q2	$5.13K	Buy	200 +151	+308%	+$3.78K	﹤0.01%	2857
2024 Q1	$1.27K	Buy	+49	New	+$1.25K	﹤0.01%	3134
2023 Q3	–	Sell	-46	Closed	-$1.13K	–	3370
2023 Q2	$1.13K	Sell	46 -759	-94%	-$18.4K	﹤0.01%	3072
2023 Q1	$19.6K	Buy	+805	New	+$20.2K	﹤0.01%	2259
2018 Q2	–	Sell	-27	Closed	-$1K	–	2406
2018 Q1	$1K	Buy	+27	New	+$579	﹤0.01%	2103
2017 Q4	–	Sell	-2,808	Closed	-$65K	–	2353
2017 Q3	$65K	Sell	2,808 -1	-0%	-$23	﹤0.01%	1023
2017 Q2	$65K	Buy	2,809 +1	+0%	+$23	﹤0.01%	1010
2017 Q1	$65K	Buy	+2,808	New	+$65K	﹤0.01%	955
2015 Q1	–	Sell	-500	Closed	-$11K	–	1628
2014 Q4	$11K	Buy	+500	New	+$10.7K	﹤0.01%	1038
2014 Q3	–	Sell	-503	Closed	-$10K	–	1371
2014 Q2	$10K	Buy	+503	New	+$10.1K	﹤0.01%	899

Other funds holding FRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management opened a new position in First Trust S&P REIT Index Fund (FRI) in Q1 2026: 1 share worth $28. The stake represents ﹤0.01% of the portfolio and ranks #4062 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in FRI as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in FRI in Q2 2014 and has held it in 12 quarters since. The position peaked at $65K in Q3 2017. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

Northwestern Mutual Wealth Management held 1 share of First Trust S&P REIT Index Fund worth $28 as of Q1 2026.
First Trust S&P REIT Index Fund was a new Northwestern Mutual Wealth Management position in Q1 2026.
First Trust S&P REIT Index Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #4062 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust S&P REIT Index Fund in Q2 2014 and has held it in 12 quarters since.
Northwestern Mutual Wealth Management's First Trust S&P REIT Index Fund position peaked at $65K in Q3 2017.
70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

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