Purchases and Sales Made in Q1 2023 in First Trust Mortgage Income Fund (FMY)
This table provides information about the institutional ownership of First Trust Mortgage Income Fund (FMY) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST MORTGAGE INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
46.6K+ 2.41% |
$522K - $557K
|
1.98M
$23.5M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
10.9KNew |
$122K - $130K
|
10.9K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.6K+ 52.43% |
$51.5K - $54.9K
|
13.4K
$158K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 223.15% |
$29.8K - $31.8K
|
3.85K
$45.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17KNew |
$13.1K - $14K
|
1.17K
$13.9K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
673+ 0.8% |
$7.54K - $8.04K
|
85.1K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.04% |
$56 - $59.8
|
250
$2.96K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$11.2 - $12
|
5.5K
$65.1K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.37K- 12.87% |
$26.5K - $28.3K
|
16K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.07K- 59.42% |
$79.2K - $84.5K
|
4.83K
$57.2K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-22.4K- 6.56% |
$250K - $267K
|
318K
$3.77M
|