First Trust Mortgage Income Fund (FMY) Institutional Ownership $12.00 -0.04 (-0.29%) As of 11:28 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Mortgage Income Fund (NYSE:FMY)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$4.96MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$345.37K 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 First Trust Mortgage Income Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 Jones Financial Companies Lllp325,927$3.98M0.0%+4,163.3%0.000% 5/16/2025 1607 Capital Partners LLC90,952$1.11M0.1%-1.5%0.000% 4/23/2025 Global Assets Advisory LLC22,500$271K0.1%N/A0.000% 4/23/2025 Narwhal Capital Management20,634$252K0.0%-19.0%0.000% 4/15/2025 Noble Wealth Management PBC40,776$498K0.3%+6.2%0.000% 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% 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. 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% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a5/18/2021 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% (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), Jones Financial Companies Lllp ($3.98M), 1607 Capital Partners LLC ($1.11M), Aviance Capital Partners LLC ($924K), Noble Wealth Management PBC ($498K), Transform Wealth LLC ($279K), and Global Assets Advisory LLC ($271K).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: Jones Financial Companies Lllp ($320.66K), Global Assets Advisory LLC ($113.49K), Noble Wealth Management PBC ($40.78K), Narwhal Capital Management ($38.05K), Transform Wealth LLC ($34.70K), Sit Investment Associates Inc. ($10.78K), and Comerica Bank ($3.83K). How much institutional buying is happening at First Trust Mortgage Income Fund? Institutional investors have bought a total of 562,275 shares in the last 24 months. This purchase volume represents approximately $6.80M 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 ($28.32K), 1607 Capital Partners LLC ($8.10K), 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 38,666 shares in the last 24 months. This volume of shares sold represents approximately $470.43K in transactions. 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