Aj Wealth Strategies, LLC First Trust Mortgage Income Fund Call Options Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
 - Q2 2023
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding FMY
# of Institutions
19Shares Held
2.56MCall Options Held
0Put Options Held
0- 
    
      Sit Investment Associates Inc Minneapolis, MN2.27MShares$27.4 Million0.59% of portfolio
 - 
    
      1607 Capital Partners, LLC Richmond, VA92.6KShares$1.12 Million0.09% of portfolio
 - 
    
      Noble Wealth Management Pbc Greenwood Village, CO40.8KShares$491,7580.44% of portfolio
 - 
    
      Morgan Stanley New York, NY39KShares$470,7370.0% of portfolio
 - 
    
      Kovitz Investment Group Partners, LLC23.1KShares$278,5860.0% of portfolio
 
About FIRST TRUST MORTGAGE INCOME FUND
- Ticker FMY
 - Exchange NYSE
 - Sector Financial Services
 - Industry Asset Management
 - Description
 - First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc. The fund invests in fixed income markets. It seeks to invest in fixed income securities including mortgage-backed securities, consisting of pass-through certificat...