First Trust Mortgage Income Fund (FMY) Institutional Ownership $12.18 +0.03 (+0.21%) Closing price 02/11/2025 03:44 PM EasternExtended Trading$12.18 0.00 (0.00%) As of 08:02 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)2TotalInstitutional Outflows(last 12 months)$369.31K Get FMY Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Mortgage Income Fund stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data FMY Institutional Buying and Selling by Quarter 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% 5/17/2024Comerica Bank3,827$47K0.0%N/A0.000% 4/26/2024 Narwhal 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% 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% 8/10/2023Sit 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% 2/10/2023Sit 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% 11/15/20221607 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% 8/11/2022Sit 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% 5/6/2022 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% 11/12/2021Sit 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% 8/16/20211607 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% 8/6/2021 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% 5/18/20211607 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% 4/29/2021 Aviance Capital Partners LLC54,208$728K0.1%+27.1%0.000% The fatal flaw of AI (Ad)There’s a fatal flaw at the heart of the AI revolution… With AI continuing to explode in popularity, tech companies are all scrambling to build hundreds of new mega data centers to keep up with the demand for training and using new AI models. But that’s where the problem is. I call it “The AI Keystone”.Go here now to get the name of the company, along with my full investigation into why it’s the most 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% 2/9/2021Wells Fargo & Company MN83,605$1.16M0.0%+5.5%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, 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. 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