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 Q2	$4.12K	Buy	130 +129	+12,900%	+$3.97K	﹤0.01%	3450
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 $1.89T AUM 35.08% 1-Year Est. Return

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

TAM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

CPIG

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its First Trust S&P REIT Index Fund (FRI) stake by 12,900% in Q2 2026, buying an estimated $3.97K and bringing the position to 130 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

Northwestern Mutual Wealth Management first reported a position in FRI in Q2 2014 and has held it in 13 quarters since. The position peaked at $65K in Q3 2017. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

Northwestern Mutual Wealth Management held 130 shares of First Trust S&P REIT Index Fund worth $4.12K as of Q2 2026.
Northwestern Mutual Wealth Management bought 129 First Trust S&P REIT Index Fund shares in Q2 2026, an estimated $3.97K.
First Trust S&P REIT Index Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3450 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 13 quarters since.
Northwestern Mutual Wealth Management's First Trust S&P REIT Index Fund position peaked at $65K in Q3 2017.
69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

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