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.
Q3 2023 vs. Q2 2023
How the institutions holding First Trust Mortgage Income Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 15 | 18 | +3 |
| Shares | 2.49M | 2.53M | +32.5K (+1.3%) |
| Value | $27.8M | $28.2M | +$398.9K (+1.4%) |
New holders (4)
Institutions that held First Trust Mortgage Income Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Susquehanna International Group, LLP | 14,050 | $156.9K | 0.00% |
| Transform Wealth, LLC | 11,600 | $129.5K | 0.01% |
| Tower Research Capital LLC (TRC) | 200 | $2.23K | 0.00% |
| JPMorgan Chase & Co | 33 | $368 | 0.00% |
Sold out (1)
Institutions that held First Trust Mortgage Income Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Aviance Capital Partners, LLC | 82,844 | $923.7K |