Free Trial

First Trust Mortgage Income Fund (FMY) Institutional Ownership

First Trust Mortgage Income Fund logo
$12.10 +0.02 (+0.17%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Mortgage Income Fund (NYSE:FMY)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.92M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$288.10K
Get FMY Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Mortgage Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FMY Institutional Buying and Selling by Quarter

Remove Ads

First Trust Mortgage Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2025 Jones Financial Companies Lllp7,645$92K0.0%+45.1%0.000%
2/5/2025 Noble Wealth Management PBC38,380$460K0.3%N/A0.000%
1/22/2025 Narwhal Capital Management25,461$305K0.0%-4.5%0.000%
1/17/2025 Transform Wealth LLC23,100$279K0.0%N/A0.000%
10/22/2024 Narwhal Capital Management26,667$333K0.0%-33.1%0.000%
8/6/2024 Narwhal Capital Management39,868$476K0.0%-15.9%0.000%
5/17/2024 Comerica Bank3,827$47K0.0%N/A0.000%
4/26/2024 Narwhal Capital Management47,407$577K0.1%-3.2%0.000%
4/12/2024 Global Assets Advisory LLC90,985$1.11M0.0%N/A0.000%
2/13/2024 1607 Capital Partners LLC311,226$3.77M0.3%-2.1%0.000%
1/25/2024 Narwhal Capital Management48,953$593K0.1%+58.6%0.000%
10/30/2023 Narwhal Capital Management30,873$345K0.0%+21.5%0.000%
10/11/2023 Transform Wealth LLC11,600$130K0.0%N/A0.000%
8/10/2023 Sit Investment Associates Inc.1,991,746$22.21M0.6%+0.5%0.000%
8/4/2023 Aviance Capital Partners LLC82,844$924K0.2%-2.6%0.000%
8/3/2023 Narwhal Capital Management25,405$283K0.0%+133.0%0.000%
5/2/2023 Narwhal Capital Management10,904$124K0.0%N/A0.000%
2/10/2023 Sit Investment Associates Inc.1,934,378$21.68M0.6%+2.5%0.000%
2/7/2023 Aviance Capital Partners LLC84,418$946K0.2%-2.4%0.000%
11/15/2022 1607 Capital Partners LLC340,876$3.84M0.3%-1.7%0.000%
11/9/2022 Aviance Capital Partners LLC86,512$975K0.2%-1.9%0.000%
8/11/2022 Sit Investment Associates Inc.1,779,879$20.74M0.6%+3.2%0.000%
5/17/2022 1607 Capital Partners LLC345,276$4.27M0.3%-2.9%0.000%
5/12/2022 Sit Investment Associates Inc.1,723,882$21.32M0.6%+0.6%0.000%
5/6/2022 Aviance Capital Partners LLC88,870$1.10M0.2%+7.1%0.000%
2/8/2022Raymond James Financial Services Advisors Inc.23,385$319K0.0%-21.4%0.000%
2/7/2022 Aviance Capital Partners LLC82,967$1.13M0.2%-5.5%0.000%
11/12/2021 Sit Investment Associates Inc.1,676,403$23.07M0.6%-0.4%0.000%
11/5/2021 Advisor Group Holdings Inc.8,860$122K0.0%+138.4%0.000%
10/13/2021 Capital Investment Advisors LLC11,180$154K0.0%-9.9%0.000%
8/16/2021 1607 Capital Partners LLC380,276$5.25M0.3%-7.7%0.000%
8/13/2021 LPL Financial LLC15,884$219K0.0%+5.7%0.000%
8/13/2021 Sit Investment Associates Inc.1,682,736$23.22M0.6%+0.2%0.000%
8/6/2021 Aviance Capital Partners LLC66,038$911K0.2%+21.8%0.000%
8/2/2021 Advisor Group Holdings Inc.3,717$51K0.0%+97.9%0.000%
5/18/2021 1607 Capital Partners LLC412,076$5.53M0.3%-5.6%0.000%
5/18/2021 IHT Wealth Management LLC16,560$222K0.0%N/A0.000%
5/13/2021 Sit Investment Associates Inc.1,680,061$22.56M0.6%+2.9%0.000%
5/12/2021Meristem Family Wealth LLC14,100$189K0.0%N/A0.000%
4/29/2021 Aviance Capital Partners LLC54,208$728K0.1%+27.1%0.000%
Quitter’s Day is here—don’t let your financial goals slip away (Ad)

Maybe you’ve heard of Quitter’s Day… It’s the second Friday in January… And it’s the day that most people throw in the towel on their New Year’s resolution. And look, I’m not judging if you’ve already given up on yours… Most people make one critical mistake when setting their resolution: They try to take on too much at once. Whether it's hitting the gym or cleaning up your personal finances… Getting the results you want takes time - and patience. That’s why I’ve developed my 2025 Income Gameplan.

I’ll show you exactly how my Gameplan can work for you… Just follow this link.
4/27/2021 Capital Investment Advisors LLC14,249$191K0.0%-13.1%0.000%
2/16/2021AJ Wealth Strategies LLC11,950$166K0.0%N/A0.000%
2/16/2021 Kingsview Wealth Management LLC10,361$144K0.0%N/A0.000%
2/12/2021 Aviance Capital Partners LLC42,653$593K0.1%-2.2%0.000%
2/9/2021 Wells Fargo & Company MN83,605$1.16M0.0%+5.5%0.000%
(Data available from 1/1/2016 forward)

Remove Ads

FMY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMY shares?

During the previous two years, 9 institutional investors and hedge funds held shares of First Trust Mortgage Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($22.21M), 1607 Capital Partners LLC ($3.77M), Global Assets Advisory LLC ($1.11M), Aviance Capital Partners LLC ($924K), Noble Wealth Management PBC ($460K), Narwhal Capital Management ($305K), and Transform Wealth LLC ($279K).Learn more on FMY's institutional investors.

Which institutional investors have been buying First Trust Mortgage Income Fund stock?

The following institutional investors have purchased First Trust Mortgage Income Fund stock in the last 24 months: Global Assets Advisory LLC ($90.99K), Narwhal Capital Management ($48.95K), Noble Wealth Management PBC ($38.38K), Transform Wealth LLC ($34.70K), Sit Investment Associates Inc. ($10.78K), Comerica Bank ($3.83K), and Jones Financial Companies Lllp ($2.38K).

How much institutional buying is happening at First Trust Mortgage Income Fund?

Institutional investors have bought a total of 230,001 shares in the last 24 months. This purchase volume represents approximately $2.74M in transactions.

Which First Trust Mortgage Income Fund major shareholders have been selling company stock?

The following institutional investors have sold First Trust Mortgage Income Fund stock in the last 24 months: Narwhal Capital Management ($23.49K), 1607 Capital Partners LLC ($6.70K), and Aviance Capital Partners LLC ($2.25K).

How much institutional selling is happening at First Trust Mortgage Income Fund?

Institutional investors have sold a total of 32,439 shares in the last 24 months. This volume of shares sold represents approximately $394.34K in transactions.



This page (NYSE:FMY) was last updated on 3/14/2025 by MarketBeat.com Staff
From Our Partners