Kovitz Investment Group Partners, LLC First Trust Mortgage Income Fund Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Trust Mortgage Income Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 23,100 shares of FMY stock, worth $281,820. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,100
Holding current value
$281,820
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$11.77 - $12.2 $271,887 - $281,820
23,100 New
23,100 $281,000

About FIRST TRUST MORTGAGE INCOME FUND

FMY Quotes by TradingView
  • 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...
More about FMY
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