First Trust Mortgage Income Fund

FMY

Exchange: NYSE
SEC CIK: 0001319183

SEC filings (opens in a new tab)

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 2024 vs. Q4 2023

How the institutions holding First Trust Mortgage Income Fund changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of FMY: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	14	15	+1
Shares	2.53M	2.69M	+164.4K (+6.5%)
Value	$30.7M	$31.7M	+$1.04M (+3.4%)

New holders (3)

Institutions that held First Trust Mortgage Income Fund at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to FMY in Q1 2024
Institution	Shares	Value	% of portfolio
Shaker Financial Services, LLC	17,009	$207.1K	0.08%
Comerica Bank	3,827	$46.6K	0.00%
Global Assets Advisory, LLC	90,985	$7.51K	0.34%

Sold out (2)

Institutions that held First Trust Mortgage Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of FMY in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Transform Wealth, LLC	11,600	$141.5K
Clear Street LLC	70	$848