First Trust Mortgage Income Fund (FMY) Institutional Ownership $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. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for First Trust Mortgage Income Fund (NYSE:FMY)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$1.92MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional 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. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/6/2025 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% Get the Latest News and Ratings for FMY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for First Trust Mortgage Income Fund and its competitors with MarketBeat's FREE daily newsletter. 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. Related Companies Abrdn Global Dynamic Dividend Fund Institutional Ownership abrdn Global Premier Properties Fund Institutional Ownership Abrdn Healthcare Opportunities Fund Institutional Ownership Abrdn World Healthcare Fund Institutional Ownership Advent Convertible and Income Fund Institutional Ownership AllianceBernstein National Municipal Income Fund Institutional Ownership Ares Dynamic Credit Allocation Fund Institutional Ownership BlackRock California Municipal Income Trust Institutional Ownership BlackRock Core Bond Trust Institutional Ownership BlackRock Corporate High Yield Fund Institutional Ownership This page (NYSE:FMY) was last updated on 3/14/2025 by MarketBeat.com Staff From Our PartnersA brutally honest economic warning for 2025 (see proof)New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...Banyan Hill Publishing | SponsoredYour Wealth is Under AttackHave you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...American Alternative | Sponsored$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | SponsoredUrgent Bitcoin alert for RIGHT NOWFormer billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 4...Brownstone Research | SponsoredElon’s desperate gambleWarning: "DOGE Collapse" Imminent After months of cost-cutting, controversy, and media buzz, DOGE is on the...Altimetry | SponsoredTrump’s new tariffs could break China’s grip on manufacturingLooming trade wars have China scrambling… Over 90% of global corporate executives said they are shutting do...Weiss Ratings | SponsoredIs 2025 really the best time to get rich in American history?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredMore important than tariffs for your stocksMost people are obsessed with Trump's on-again, off-again tariffs. Yes, the economic uncertainly is playin...Chaikin Analytics | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding First Trust Mortgage Income Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share First Trust Mortgage Income Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
