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First Trust Mortgage Income Fund (FMY) Institutional Ownership

First Trust Mortgage Income Fund logo
$11.85 +0.05 (+0.42%)
As of 01/8/2025 02:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Mortgage Income Fund (NYSE:FMY)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.37M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$354.85K
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FMY Institutional Buying and Selling by Quarter

First Trust Mortgage Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2024Narwhal Capital Management26,667$333K0.0%-33.1%0.000%
8/6/2024Narwhal Capital Management39,868$476K0.0%-15.9%0.000%
5/17/2024Comerica Bank3,827$47K0.0%N/A0.000%
4/26/2024Narwhal Capital Management47,407$577K0.1%-3.2%0.000%
4/12/2024Global Assets Advisory LLC90,985$1.11M0.0%N/A0.000%
2/13/20241607 Capital Partners LLC311,226$3.77M0.3%-2.1%0.000%
1/25/2024Narwhal Capital Management48,953$593K0.1%+58.6%0.000%
10/30/2023Narwhal Capital Management30,873$345K0.0%+21.5%0.000%
10/11/2023Transform Wealth LLC11,600$130K0.0%N/A0.000%
8/10/2023Sit Investment Associates Inc.1,991,746$22.21M0.6%+0.5%0.000%
8/4/2023Aviance Capital Partners LLC82,844$924K0.2%-2.6%0.000%
8/3/2023Narwhal Capital Management25,405$283K0.0%+133.0%0.000%
5/2/2023Narwhal Capital Management10,904$124K0.0%N/A0.000%
2/10/2023Sit Investment Associates Inc.1,934,378$21.68M0.6%+2.5%0.000%
2/7/2023Aviance Capital Partners LLC84,418$946K0.2%-2.4%0.000%
11/15/20221607 Capital Partners LLC340,876$3.84M0.3%-1.7%0.000%
11/9/2022Aviance Capital Partners LLC86,512$975K0.2%-1.9%0.000%
8/11/2022Sit Investment Associates Inc.1,779,879$20.74M0.6%+3.2%0.000%
5/17/20221607 Capital Partners LLC345,276$4.27M0.3%-2.9%0.000%
5/12/2022Sit Investment Associates Inc.1,723,882$21.32M0.6%+0.6%0.000%
5/6/2022Aviance 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%
2/7/2022Aviance Capital Partners LLC82,967$1.13M0.2%-5.5%0.000%
11/12/2021Sit Investment Associates Inc.1,676,403$23.07M0.6%-0.4%0.000%
11/5/2021Advisor Group Holdings Inc.8,860$122K0.0%+138.4%0.000%
10/13/2021Capital Investment Advisors LLC11,180$154K0.0%-9.9%0.000%
8/16/20211607 Capital Partners LLC380,276$5.25M0.3%-7.7%0.000%
8/13/2021LPL Financial LLC15,884$219K0.0%+5.7%0.000%
8/13/2021Sit Investment Associates Inc.1,682,736$23.22M0.6%+0.2%0.000%
8/6/2021Aviance Capital Partners LLC66,038$911K0.2%+21.8%0.000%
8/2/2021Advisor Group Holdings Inc.3,717$51K0.0%+97.9%0.000%
5/18/20211607 Capital Partners LLC412,076$5.53M0.3%-5.6%0.000%
5/18/2021IHT Wealth Management LLC16,560$222K0.0%N/A0.000%
5/13/2021Sit 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%
4/29/2021Aviance Capital Partners LLC54,208$728K0.1%+27.1%0.000%
4/27/2021Capital Investment Advisors LLC14,249$191K0.0%-13.1%0.000%
2/16/2021AJ Wealth Strategies LLC11,950$166K0.0%N/A0.000%
2/16/2021Kingsview Wealth Management LLC10,361$144K0.0%N/A0.000%
2/12/2021Aviance Capital Partners LLC42,653$593K0.1%-2.2%0.000%
2/9/2021Wells Fargo & Company MN83,605$1.16M0.0%+5.5%0.000%
11/13/2020Morgan Stanley17,447$237K0.0%-5.1%0.000%
(Data available from 1/1/2016 forward)

FMY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMY shares?

During the previous two years, the following institutional investors and hedge funds held shares of First Trust Mortgage Income Fund shares: Sit Investment Associates Inc. ($22.21M), 1607 Capital Partners LLC ($3.77M), Global Assets Advisory LLC ($1.11M), Aviance Capital Partners LLC ($924K), Narwhal Capital Management ($333K), and Transform Wealth LLC ($130K), and Comerica Bank ($47K).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), Sit Investment Associates Inc. ($58.79K), Narwhal Capital Management ($48.95K), Transform Wealth LLC ($11.60K), and Comerica Bank ($3.83K).

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

Institutional investors have bought a total of 214,158 shares in the last 24 months. This purchase volume represents approximately $2.51M 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 ($22.29K), 1607 Capital Partners LLC ($6.70K), and Aviance Capital Partners LLC ($4.34K).

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

Institutional investors have sold a total of 33,327 shares in the last 24 months. This volume of shares sold represents approximately $403.35K in transactions.


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This page (NYSE:FMY) was last updated on 1/10/2025 by MarketBeat.com Staff
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