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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.

Q1 2023 vs. Q4 2022

How the institutions holding First Trust Mortgage Income Fund changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of FMY: Q4 2022 compared with Q1 2023
MeasureQ4 2022Q1 2023Change
Holders1615−1
Shares2.46M2.48M+22.1K (+0.9%)
Value$27.4M$28.1M+$753.6K (+2.8%)

New holders (2)

Institutions that held First Trust Mortgage Income Fund at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to FMY in Q1 2023
InstitutionSharesValue% of portfolio
Narwhal Capital Management10,904$123.8K0.02%
Steward Partners Investment Advisory, LLC1,171$13.3K0.00%

Sold out (3)

Institutions that held First Trust Mortgage Income Fund at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of FMY in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Susquehanna International Group, LLP12,679$142.1K
Money Concepts Capital Corp0$1
Rockefeller Capital Management L.P.9$0