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 18 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
2,265,594
shares
|
$27.3 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
75,027
shares
|
$904,075
0.07% of portfolio
|
Q3 2025
Reduced 19.01%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
40,776
shares
|
$491,350
0.44% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
23,969
shares
|
$288,826
0.0% of portfolio
|
Q3 2025
Reduced 38.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
23,100
shares
|
$278,355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
23,100
shares
|
$278,355
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
18,267
shares
|
$220,117
0.0% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
16,251
shares
|
$195,824
0.12% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,100
shares
|
$169,905
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
13,170
shares
|
$158,698
0.01% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,780
shares
|
$117,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,827
shares
|
$58,165
0.0% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,713
shares
|
$20,641
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$3,615
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
125
shares
|
$1,506
0.0% of portfolio
|
Q3 2025
Added 12400.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
90
shares
|
$1,084
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|