Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-18.1K- 16.36% |
$214K - $229K
|
92.5K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-13.2K- 33.11% |
$156K - $167K
|
26.7K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.53K- 9.84% |
$89K - $95.2K
|
69K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 62.03% |
$5.91K - $6.32K
|
306
$3.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-208- 21.69% |
$2.46K - $2.63K
|
751
$8.9K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.66K- 15.94% |
$42.4K - $44.6K
|
19.3K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-169- 18.72% |
$1.96K - $2.06K
|
734
$8.7K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.25K- 2.64% |
$24.9K - $26.2K
|
82.8K
$982K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-575- 53.49% |
$6.06K - $6.95K
|
500
$5.93K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.1KClosed |
$156K - $171K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-12KClosed |
$138K - $149K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$119K - $128K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.5KClosed |
$17.3K - $18.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-740- 5.06% |
$8.52K - $9.21K
|
13.9K
$164K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-30- 25.0% |
$345 - $373
|
90
$1.07K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6KClosed |
$222K - $229K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-24.6KClosed |
$327K - $343K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.4KClosed |
$138K - $145K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-613Closed |
$8.15K - $8.56K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-13.7KClosed |
$183K - $192K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.3KClosed |
$150K - $158K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-60Closed |
$806 - $832
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-40.5KClosed |
$513K - $585K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-40KClosed |
$506K - $577K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.33KClosed |
$54.8K - $62.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-55.6KClosed |
$768K - $785K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12.2KClosed |
$168K - $172K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.57KClosed |
$34.2K - $36.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.1KClosed |
$135K - $142K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 31, 2019
Q4 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-12.1KClosed |
$157K - $163K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1KClosed |
$13K - $13.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-32.9KClosed |
$434K - $444K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200Closed |
$2.64K - $2.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-226- 50.67% |
$3.01K - $3.16K
|
220
$2.61K
|
|
| Q4 2017 | |||||||
|
Feb 06, 2018
Q4 2017
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-71.1KClosed |
$997K - $1.03M
|
0
$0
|
|