Transform Wealth, LLC First Trust Mortgage Income Fund Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in First Trust Mortgage Income Fund stock. As of the latest transaction made, Transform Wealth, LLC holds 23,100 shares of FMY stock, worth $277,431. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,100Holding current value
$277,431% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding FMY
# of Institutions
15Shares Held
2.54MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.25MShares$27.1 Million0.61% of portfolio
-
1607 Capital Partners, LLC Richmond, VA92.4KShares$1.11 Million0.09% of portfolio
-
Morgan Stanley New York, NY69KShares$828,9540.0% of portfolio
-
Noble Wealth Management Pbc Greenwood Village, CO38.4KShares$460,9430.32% of portfolio
-
Narwhal Capital Management25.5KShares$305,7860.03% 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...