First Trust Mortgage Income Fund (FMY) Institutional Ownership $12.07 -0.04 (-0.33%) As of 05/9/2025 12:30 PM Eastern 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)5TotalInstitutional Inflows(last 12 months)$1.12MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$328.27K 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 CompanyDetails4/23/2025 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% 2/6/2025Jones 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% 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. 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% 2/13/20241607 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% 8/10/2023Sit 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% 11/5/2021Advisor 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% 8/13/2021 LPL 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% 8/2/2021Advisor 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% Musk’s Project Colossus could mint millionaires (Ad)I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.All the details are waiting for you now — but you need to act before the May 1st funding window clos5/13/2021Sit 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% (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), Aviance Capital Partners LLC ($924K), Noble Wealth Management PBC ($498K), Transform Wealth LLC ($279K), Global Assets Advisory LLC ($271K), and Narwhal Capital Management ($252K).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 ($113.49K), Noble Wealth Management PBC ($40.78K), Narwhal Capital Management ($38.05K), 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 243,993 shares in the last 24 months. This purchase volume represents approximately $2.92M 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 ($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 37,266 shares in the last 24 months. This volume of shares sold represents approximately $453.33K in transactions. 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