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 13 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $29.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
2,252,324
shares
|
$26.7 Million
0.63% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
92,519
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
69,022
shares
|
$817,220
0.0% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
26,667
shares
|
$315,737
0.03% of portfolio
|
Q3 2024
Reduced 33.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
14,988
shares
|
$177,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,100
shares
|
$166,944
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,270
shares
|
$62,396
0.0% of portfolio
|
Q3 2024
Added 720.87%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,713
shares
|
$20,281
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
751
shares
|
$8,891
0.0% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
306
shares
|
$3,623
0.0% of portfolio
|
Q3 2024
Reduced 62.03%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
90
shares
|
$1,065
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|