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First Trust Mortgage Income Fund

FMY
Exchange
NYSE
SEC CIK
0001319183

No open-market purchases or sales by First Trust Mortgage Income Fund insiders were filed in the last 90 days; 15 institutions reported holding it in 13F filings for Q2 2026, worth $29.6M in total; no superinvestor holds it.

Q2 2022 vs. Q1 2022

How the institutions holding First Trust Mortgage Income Fund changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of FMY: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders20118−1
Shares2.32M14.1K2.34M+37.5K (+1.6%)
Value$28.7M$174.0K$27.3M−$1.22M (−4.3%)

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (3)

Institutions that held First Trust Mortgage Income Fund at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to FMY in Q2 2022
InstitutionSharesValue% of portfolio
Cresset Asset Management, LLC14,100$164.0K0.00%
Harbour Investments, Inc.1,075$13.0K0.00%
CWM, LLC392$5.00K0.00%

Sold out (4)

Institutions that held First Trust Mortgage Income Fund at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of FMY in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Aj Wealth Strategies, LLC11,950$148.0K
Capital Investment Advisors, LLC10,296$127.0K
Fortitude Advisory Group L.L.C.1,500$19.0K
Money Concepts Capital Corp341$4.00K

Not filed for Q2 2022 yet (1)

Institutions that held First Trust Mortgage Income Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FMY in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Meristem Family Wealth, LLC14,100$174.0K