Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
FMY holding history
First Trust Mortgage Income Fund in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FMY overviewAll 13F holders of FMYFull Q1 2025 holdings
- Shares (Q1 2025)
- 23,100
- Value
- $282.3K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 23,100 | $282.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 23,100 | $278.6K | <0.1% | +23,100 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −11,600−100.0% | Sold out | Holders |
| Q4 2023 | 11,600 | $141.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 11,600 | $129.5K | <0.1% | +11,600 | New | Holders |