Purchases and Sales Made in Q3 2024 in First Trust Mortgage Income Fund (FMY)
This table provides information about the institutional ownership of First Trust Mortgage Income Fund (FMY) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15KNew |
$177K - $189K
|
15K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.63K+ 720.87% |
$54.7K - $58.5K
|
5.27K
$62.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 0.05% |
$14.2K - $15.2K
|
2.25M
$26.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-208- 21.69% |
$2.46K - $2.63K
|
751
$8.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 62.03% |
$5.91K - $6.32K
|
306
$3.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.53K- 9.84% |
$89K - $95.2K
|
69K
$818K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-13.2K- 33.11% |
$156K - $167K
|
26.7K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-18.1K- 16.36% |
$214K - $229K
|
92.5K
$1.1M
|