First Trust Mortgage Income Fund (FMY) Institutional Ownership $12.14 -0.10 (-0.78%) Closing price 08/15/2025 03:45 PM EasternExtended Trading$12.14 +0.01 (+0.08%) As of 08/15/2025 04:04 PM 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 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)$4.99MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$516.89K 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 CompanyDetails8/14/2025 Raymond James Financial Inc.2,547$31K0.0%N/A0.000% 7/23/2025 Narwhal Capital Management14,203$173K0.0%-31.2%0.000% 7/22/2025 Global Assets Advisory LLC7,500$92K0.0%-66.7%0.000% 5/16/2025 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% 4/15/2025Noble Wealth Management PBC40,776$498K0.3%+6.2%0.000% 2/6/2025 Jones Financial Companies Lllp7,645$92K0.0%+45.1%0.000% 2/5/2025Noble Wealth Management PBC38,380$460K0.3%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. 1/22/2025 Narwhal Capital Management25,461$305K0.0%-4.5%0.000% 1/17/2025Transform 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% 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% 10/11/2023Transform 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% Generate up to $5,000/month with 10X less money? (Ad)The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly income to cover housing, healthcare, food, and fun... With a fraction of what you probably think you need.Here's the secret to retiring without a million-dollar nest egg →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% (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: Jones Financial Companies Lllp ($3.98M), 1607 Capital Partners LLC ($1.11M), Noble Wealth Management PBC ($498K), Transform Wealth LLC ($279K), Narwhal Capital Management ($173K), Global Assets Advisory LLC ($92K), and Comerica Bank ($47K).Learn more on First Trust Mortgage Income Fund's institutional investors. Which institutional investors have been buying First Trust Mortgage Income Fund's stock? The following institutional investors have purchased First Trust Mortgage Income Fund's stock in the last 24 months: Jones Financial Companies Lllp ($320.66K), Global Assets Advisory LLC ($113.49K), Noble Wealth Management PBC ($40.78K), Transform Wealth LLC ($34.70K), Narwhal Capital Management ($23.55K), Comerica Bank ($3.83K), and Raymond James Financial Inc. ($2.55K). How much institutional buying is happening at First Trust Mortgage Income Fund? Institutional investors have bought a total of 409,580 shares in the last 24 months. This purchase volume represents approximately $4.99M in transactions. Which of First Trust Mortgage Income Fund's 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 ($25.67K), Global Assets Advisory LLC ($15K), and 1607 Capital Partners LLC ($1.40K). How much institutional selling is happening at First Trust Mortgage Income Fund? Institutional investors have sold a total of 42,065 shares in the last 24 months. This volume of shares sold represents approximately $516.89K in transactions. 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