Northwestern Mutual Wealth Management
FSMB icon

Northwestern Mutual Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-130
Closed -$2.58K – 3786
2025
Q1 		$2.58K Buy
+130
New +$2.59K ﹤0.01% 3090

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TA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwestern Mutual Wealth Management's FSMB Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 130 shares — an estimated $2.58K sold.

Northwestern Mutual Wealth Management first reported a position in FSMB in Q1 2025 and held it in 1 quarter. The position peaked at $2.58K in Q1 2025. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 130 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $2.58K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $2.58K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.