Surevest, LLC First Trust Mortgage Income Fund Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in First Trust Mortgage Income Fund stock. As of the latest transaction made, Surevest, LLC holds 1,713 shares of FMY stock, worth $20,453. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,713
Previous 1,713
-0.0%
Holding current value
$20,453
Previous $20,000
5.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FMY
# of Institutions
13Shares Held
2.48MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.25MShares$26.9 Million0.63% of portfolio
-
1607 Capital Partners, LLC Richmond, VA92.5KShares$1.1 Million0.11% of portfolio
-
Morgan Stanley New York, NY69KShares$824,1220.0% of portfolio
-
Narwhal Capital Management26.7KShares$318,4030.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC15KShares$178,9560.0% 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...