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 2024 vs. Q2 2024
How the institutions holding First Trust Mortgage Income Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 11 | 11 | 0 |
| Shares | 2.50M | 2.49M | −7.68K (−0.3%) |
| Value | $29.8M | $31.1M | +$1.30M (+4.4%) |
New holders (2)
Institutions that held First Trust Mortgage Income Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Uhlmann Price Securities, LLC | 15,315 | $191.3K | 0.15% |
| LPL Financial LLC | 14,988 | $187.2K | 0.00% |
Sold out (2)
Institutions that held First Trust Mortgage Income Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Comerica Bank | 3,827 | $45.7K |
| Bank of America Corp | 450 | $5.37K |