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.
Q4 2023 vs. Q3 2023
How the institutions holding First Trust Mortgage Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 18 | 1 | 14 | −3 |
| Shares | 2.53M | 90 | 2.53M | +2.78K (+0.1%) |
| Value | $28.2M | $1.00K | $30.7M | +$2.45M (+8.7%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (1)
Institutions that held First Trust Mortgage Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Clear Street LLC | 70 | $848 | 0.00% |
Sold out (4)
Institutions that held First Trust Mortgage Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 14,050 | $156.9K |
| Global Retirement Partners, LLC | 256 | $2.81K |
| Tower Research Capital LLC (TRC) | 200 | $2.23K |
| JPMorgan Chase & Co | 33 | $368 |
Not filed for Q4 2023 yet (1)
Institutions that held First Trust Mortgage Income Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Johnson Midwest Financial, LLC | 90 | $1.00K |