Purchases and Sales Made in Q4 2024 in First Trust Mortgage Income Fund (FMY)
This table provides information about the institutional ownership of First Trust Mortgage Income Fund (FMY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
38.4KNew |
$453K - $480K
|
38.4K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
23.1KNew |
$272K - $289K
|
23.1K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.78KNew |
$115K - $122K
|
9.78K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.27K+ 6.19% |
$50.4K - $53.5K
|
73.3K
$888K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.38K+ 45.07% |
$28K - $29.7K
|
7.65K
$92.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
817+ 0.04% |
$9.63K - $10.2K
|
2.25M
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-167- 0.18% |
$1.97K - $2.09K
|
92.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-750- 99.87% |
$8.84K - $9.38K
|
1
$12.1
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.21K- 4.52% |
$14.2K - $15.1K
|
25.5K
$308K
|