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 17 institutions that hold shares in the stock, with a total of 2.56 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 |
May 13, 2025 Q1 2025 |
2,253,246
shares
|
$27.6 Million
0.65% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
90,952
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
52,487
shares
|
$644,015
0.0% of portfolio
|
Q1 2025
Reduced 28.39%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
40,776
shares
|
$500,321
0.44% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
23,100
shares
|
$283,437
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
22,500
shares
|
$276,075
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
20,634
shares
|
$253,179
0.02% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
15,777
shares
|
$193,583
0.14% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,113
shares
|
$173,166
0.0% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
14,100
shares
|
$173,007
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,780
shares
|
$120,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,330
shares
|
$53,129
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,713
shares
|
$21,018
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
90
shares
|
$1,104
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|