Karpus Management, Inc. First Trust Mortgage Income Fund Transaction History

Karpus Management, Inc.

$2.42 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$13.8 - $14.11 $767,818 - $785,066	-55,639 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$13.28 - $14.06 $738,885 - $782,284	55,639 New	55,639 $778,000

Others Institutions Holding FMY

# of Institutions

20

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

2.27M
Shares

$27.7 Million
0.59% of portfolio
1607 Capital Partners, LLC Richmond, VA

92.6K
Shares

$1.13 Million
0.09% of portfolio
Noble Wealth Management Pbc Greenwood Village, CO

40.8K
Shares

$497,059
0.44% of portfolio
Morgan Stanley New York, NY

39K
Shares

$475,812
0.0% of portfolio
Kovitz Investment Group Partners, LLC

23.1K
Shares

$281,589
0.0% 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...

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