Northwestern Mutual Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$67.3M Buy
1,351,222
+128,969
+11% +$6.43M 0.04% 250
2026
Q1
$60.9M Buy
1,222,253
+175,639
+17% +$8.81M 0.04% 240
2025
Q4
$52.3M Buy
1,046,614
+188,522
+22% +$9.42M 0.03% 261
2025
Q3
$42.7M Buy
858,092
+24,597
+3% +$1.22M 0.03% 282
2025
Q2
$41.1M Buy
833,495
+37,356
+5% +$1.83M 0.03% 273
2025
Q1
$39.1M Buy
796,139
+93,675
+13% +$4.58M 0.03% 254
2024
Q4
$34.2M Buy
702,464
+79,298
+13% +$3.87M 0.03% 260
2024
Q3
$30.8M Sell
623,166
-75,115
-11% -$3.68M 0.03% 267
2024
Q2
$33.6M Buy
698,281
+78,879
+13% +$3.79M 0.03% 253
2024
Q1
$29.9M Buy
619,402
+208,587
+51% +$10.1M 0.03% 261
2023
Q4
$19.9M Buy
410,815
+76,178
+23% +$3.61M 0.02% 285
2023
Q3
$15.8M Buy
334,637
+25,320
+8% +$1.2M 0.02% 302
2023
Q2
$14.7M Buy
309,317
+103,537
+50% +$4.96M 0.02% 309
2023
Q1
$9.85M Buy
205,780
+170,626
+485% +$8.17M 0.01% 353
2022
Q4
$1.67M Buy
35,154
+5,114
+17% +$242K ﹤0.01% 716
2022
Q3
$1.42M Buy
30,040
+13,952
+87% +$673K ﹤0.01% 723
2022
Q2
$777K Sell
16,088
-5,688
-26% -$276K ﹤0.01% 894
2022
Q1
$1.07M Buy
21,776
+12,374
+132% +$613K ﹤0.01% 826
2021
Q4
$470K Sell
9,402
-57
-0.6% -$2.87K ﹤0.01% 1105
2021
Q3
$478K Buy
9,459
+5,730
+154% +$291K ﹤0.01% 1010
2021
Q2
$190K Buy
3,729
+3,092
+485% +$158K ﹤0.01% 1331
2021
Q1
$33K Sell
637
-2,843
-82% -$146K ﹤0.01% 1872
2020
Q4
$180K Buy
3,480
+1,681
+93% +$86.7K ﹤0.01% 1179
2020
Q3
$93K Buy
1,799
+1,730
+2,507% +$89.5K ﹤0.01% 1295
2020
Q2
$4K Hold
69
– – ﹤0.01% 2110
2020
Q1
$4K Sell
69
-6
-8% -$312 ﹤0.01% 2118
2019
Q4
$4K Sell
75
-697
-90% -$36.2K ﹤0.01% 2121
2019
Q3
$40K Buy
772
+747
+2,988% +$38.8K ﹤0.01% 1494
2019
Q2
$1K Buy
+25
New +$1.29K ﹤0.01% 2414

Other funds holding LMBS

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

Northwestern Mutual Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 11% in Q2 2026, buying an estimated $6.43M and bringing the position to 1,351,222 shares worth $67.3M. The position accounts for 0.04% of the portfolio, ranked #250.

Northwestern Mutual Wealth Management first reported a position in LMBS in Q2 2019 and has held it in 29 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,351,222 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $67.3M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 128,969 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $6.43M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and has held it in 29 quarters since.
  • 457 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

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