Purchases and Sales Made in Q1 2025 in First Trust Mortgage Income Fund (FMY)
This table provides information about the institutional ownership of First Trust Mortgage Income Fund (FMY) during Q1 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
318K+ 4163.27% |
$3.7M - $3.89M
|
326K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$262K - $275K
|
22.5K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.02K+ 1315.03% |
$46.8K - $49.2K
|
4.33K
$52.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.4K+ 6.24% |
$27.9K - $29.3K
|
40.8K
$497K
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
290+ 1.87% |
$3.38K - $3.54K
|
15.8K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
105+ 0.0% |
$1.22K - $1.28K
|
2.25M
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$11.6 - $12.2
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.4K- 1.52% |
$16.3K - $17.1K
|
91K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-4.83K- 18.96% |
$56.2K - $59K
|
20.6K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 28.39% |
$242K - $254K
|
52.5K
$640K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-312K- 95.67% |
$3.63M - $3.81M
|
14.1K
$172K
|