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 15 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $30.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,253,141
shares
|
$27.3 Million
0.61% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
92,352
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
73,296
shares
|
$887,614
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
38,380
shares
|
$464,781
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
25,461
shares
|
$308,332
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
23,100
shares
|
$279,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,100
shares
|
$170,751
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,780
shares
|
$118,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
7,645
shares
|
$92,580
0.0% of portfolio
|
Q4 2024
Added 45.07%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,713
shares
|
$20,744
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
306
shares
|
$3,705
0.0% of portfolio
|
Q3 2024
Reduced 62.03%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
90
shares
|
$1,089
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1
shares
|
$12
0.0% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$12
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|