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 2024 vs. Q1 2024
How the institutions holding First Trust Mortgage Income Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 15 | 11 | −4 |
| Shares | 2.69M | 2.50M | −195.0K (−7.2%) |
| Value | $31.7M | $29.8M | −$1.89M (−5.9%) |
New holders (1)
Institutions that held First Trust Mortgage Income Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jones Financial Companies LLLP | 642 | $7.66K | 0.00% |
Sold out (5)
Institutions that held First Trust Mortgage Income Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 19,305 | $235.0K |
| Shaker Financial Services, LLC | 17,009 | $207.1K |
| LPL Financial LLC | 15,320 | $186.5K |
| Steward Partners Investment Advisory, LLC | 734 | $8.94K |
| Global Assets Advisory, LLC | 90,985 | $7.51K |