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First Trust Mortgage Income Fund (FMY) Institutional Ownership

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$11.99
+0.02 (+0.17%)
(As of 05/10/2024 ET)
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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)
$1.80M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$125.06K
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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
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%
2/8/2022 Raymond 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%
8/13/2021LPL 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%
8/6/2021 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%
5/13/2021Sit 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%
4/29/2021 Aviance Capital Partners LLC54,208$728K0.1%+27.1%0.000%
4/27/2021 Capital Investment Advisors LLC14,249$191K0.0%-13.1%0.000%
2/16/2021AJ Wealth Strategies LLC11,950$166K0.0%N/A0.000%
2/16/2021 Kingsview Wealth Management LLC10,361$144K0.0%N/A0.000%
2/12/2021 Aviance Capital Partners LLC42,653$593K0.1%-2.2%0.000%
2/9/2021Wells Fargo & Company MN83,605$1.16M0.0%+5.5%0.000%
11/13/2020Morgan Stanley17,447$237K0.0%-5.1%0.000%
11/5/2020Wells Fargo & Company MN79,253$1.08M0.0%+5.1%0.000%
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11/2/2020 Kovack Advisors Inc.24,550$334K0.1%-7.5%0.000%
8/14/2020Bank of America Corp DE11,869$164K0.0%+19.9%0.000%
8/14/2020Advisor Group Holdings Inc.1,877$26K0.0%-28.1%0.000%
8/13/2020Sit Investment Associates Inc.1,647,263$22.72M0.7%-2.1%0.000%
8/6/2020WESCAP Management Group Inc.18,255$251K0.1%N/A0.000%
7/31/2020UBS Group AG4,648$64K0.0%+64.5%0.000%
7/24/2020 Aviance Capital Partners LLC38,034$524K0.1%+26.2%0.000%
7/20/2020 International Assets Investment Management LLC11,307$156K0.0%N/A0.000%
7/20/2020 Capital Investment Advisors LLC17,344$239K0.0%N/A0.000%
6/16/2020Royal Bank of Canada3,855$49K0.0%+67.2%0.000%
5/18/2020Advisor Group Holdings Inc.2,612$33K0.0%N/A0.000%
5/15/2020Morgan Stanley17,410$220K0.0%-19.4%0.000%
5/14/2020Wells Fargo & Company MN74,516$944K0.0%+3.4%0.000%
5/5/2020 Aviance Capital Partners LLC30,136$382K0.1%N/A0.000%
5/1/2020UBS Group AG2,826$36K0.0%-33.5%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: Sit Investment Associates Inc. ($22.21M), 1607 Capital Partners LLC ($3.77M), Global Assets Advisory LLC ($1.11M), Aviance Capital Partners LLC ($924K), and Narwhal Capital Management ($577K), Transform Wealth LLC ($130K).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: Sit Investment Associates Inc. ($124.68K), Global Assets Advisory LLC ($90.99K), Narwhal Capital Management ($48.95K), and Transform Wealth LLC ($11.60K).

How much institutional buying is happening at First Trust Mortgage Income Fund?

Institutional investors have bought a total of 276,219 shares in the last 24 months. This purchase volume represents approximately $3.24M 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: 1607 Capital Partners LLC ($22.80K), Aviance Capital Partners LLC ($5.98K), and Narwhal Capital Management ($1.55K).

How much institutional selling is happening at First Trust Mortgage Income Fund?

Institutional investors have sold a total of 30,321 shares in the last 24 months. This volume of shares sold represents approximately $359.74K in transactions.


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This page (NYSE:FMY) was last updated on 5/10/2024 by MarketBeat.com Staff

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