Institutional Ownership First Trust Mortgage Income Fund (FMY)
This table provides information about the institutional ownership of First Trust Mortgage Income Fund (FMY). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
2,251,120
shares
|
$28.2 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 08, 2024 Q2 2024 |
110,619
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2024
Reduced 22.71%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
76,556
shares
|
$957,715
0.0% of portfolio
|
Q1 2024
Added 1041.82%
|
|
Narwhal Capital Management
|
Aug 05, 2024 Q2 2024 |
39,868
shares
|
$498,748
0.05% of portfolio
|
Q2 2024
Reduced 15.9%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,100
shares
|
$176,391
0.0% of portfolio
|
Q2 2022
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,827
shares
|
$47,875
0.0% of portfolio
|
Q1 2024
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,713
shares
|
$21,429
0.01% of portfolio
|
Q4 2021
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
959
shares
|
$11,997
0.0% of portfolio
|
Q2 2024
Added 95800.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
806
shares
|
$10,083
0.0% of portfolio
|
Q2 2024
Reduced 91.54%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
642
shares
|
$8,031
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
450
shares
|
$5,629
0.0% of portfolio
|
Q2 2023
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
90
shares
|
$1,125
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$12
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|