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First Trust Mortgage Income Fund (FMY) Institutional Ownership

First Trust Mortgage Income Fund logo
$12.15 -0.04 (-0.33%)
Closing price 07/18/2025 03:28 PM Eastern
Extended Trading
$12.15 0.00 (0.00%)
As of 07/18/2025 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.
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Institutional Ownership Changes (13F Filings) for First Trust Mortgage Income Fund (NYSE:FMY)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$4.96M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$345.37K
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FMY Institutional Buying and Selling by Quarter

First Trust Mortgage Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/13/2021 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%
8/6/2021Aviance Capital Partners LLC66,038$911K0.2%+21.8%0.000%
8/2/2021Advisor Group Holdings Inc.3,717$51K0.0%+97.9%0.000%
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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%
(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 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 ($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 407,033 shares in the last 24 months. This purchase volume represents approximately $4.96M 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 ($26.77K), 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 28,173 shares in the last 24 months. This volume of shares sold represents approximately $345.37K in transactions.


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This page (NYSE:FMY) was last updated on 7/19/2025 by MarketBeat.com Staff
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