Latest Institutional Purchases of First Trust Mortgage Income Fund (FMY)
This list provides information on the latest institutional transactions involving First Trust Mortgage Income Fund (FMY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
38.4KNew |
$453K - $480K
|
38.4K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
23.1KNew |
$272K - $289K
|
23.1K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.78KNew |
$115K - $122K
|
9.78K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.27K+ 6.19% |
$50.4K - $53.5K
|
73.3K
$888K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.38K+ 45.07% |
$28K - $29.7K
|
7.65K
$92.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
817+ 0.04% |
$9.63K - $10.2K
|
2.25M
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
21.6KNew |
$255K - $273K
|
21.6K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15KNew |
$177K - $189K
|
15K
$182K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$11.6 - $12.1
|
1
$12.1
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
91KNew |
$1.05M - $1.11M
|
91K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
17KNew |
$197K - $207K
|
17K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.83KNew |
$44.4K - $46.6K
|
3.83K
$46.3K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Clear Street LLC
|
BUY
|
- |
70New |
$759 - $851
|
70
$848
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$155K - $161K
|
14.1K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$2.21K - $2.3K
|
200
$2.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33New |
$365 - $379
|
33
$400
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.59% |
$44.2 - $45.9
|
256
$3.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450New |
$4.99K - $5.24K
|
450
$5.45K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
351New |
$3.88K - $4.27K
|
351
$4.25K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9New |
$99.5 - $109
|
9
$109
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$162K - $175K
|
14.1K
$171K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33+ 0.32% |
$380 - $411
|
10.4K
$126K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$22.6K - $23.7K
|
1.71K
$20.7K
|
|