Free Trial
MarketBeat All Access — Now with A.I. InsightsGet 30 Days Free

First Trust Mortgage Income Fund (FMY) Institutional Ownership

First Trust Mortgage Income Fund logo
$12.27 +0.03 (+0.25%)
As of 11:50 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Mortgage Income Fund (NYSE:FMY)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$4.99M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional 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? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Raymond James Financial Inc.2,547$31K0.0%N/A0.000%
7/23/2025Narwhal Capital Management14,203$173K0.0%-31.2%0.000%
7/22/2025Global Assets Advisory LLC7,500$92K0.0%-66.7%0.000%
5/16/2025Jones Financial Companies Lllp325,927$3.98M0.0%+4,163.3%0.000%
5/16/20251607 Capital Partners LLC90,952$1.11M0.1%-1.5%0.000%
4/23/2025Global Assets Advisory LLC22,500$271K0.1%N/A0.000%
4/23/2025Narwhal Capital Management20,634$252K0.0%-19.0%0.000%
4/15/2025Noble Wealth Management PBC40,776$498K0.3%+6.2%0.000%
2/6/2025Jones Financial Companies Lllp7,645$92K0.0%+45.1%0.000%
2/5/2025Noble Wealth Management PBC38,380$460K0.3%N/A0.000%
1/22/2025Narwhal Capital Management25,461$305K0.0%-4.5%0.000%
1/17/2025Transform Wealth LLC23,100$279K0.0%N/A0.000%
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%
(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), Narwhal Capital Management ($23.55K), Transform Wealth LLC ($23.10K), 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.


Related Companies

This page (NYSE:FMY) was last updated on 10/14/2025 by MarketBeat.com Staff
From Our Partners
The Army Just Got a New Drone Supplier
A cutting-edge drone developer just secured a U.S. Army deal to supply its Flex FPV Modular Drones and build a...
The Tomorrow Investor | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Gold to $27,533?
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value... And it's sparking urgent chatter...
Stansberry Research | Sponsoredtc pixel
Refund From 1933: Trump’s Reset May Create Instant Wealth
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
What if your job didn’t matter — and neither did China’s chip ban?
If you’ve been watching the headlines lately…You’ve seen how Nvidia and AMD just got the green light to resume...
Timothy Sykes | Sponsoredtc pixel