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.

Q4 2024 vs. Q3 2024

How the institutions holding First Trust Mortgage Income Fund changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of FMY: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Q4 2024	Change
Holders	11	13	+2
Shares	2.49M	2.56M	+65.8K (+2.6%)
Value	$31.1M	$30.7M	−$462.6K (−1.5%)

New holders (3)

Institutions that held First Trust Mortgage Income Fund at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to FMY in Q4 2024
Institution	Shares	Value	% of portfolio
Noble Wealth Management PBC	38,380	$460.1K	0.32%
Transform Wealth, LLC	23,100	$278.6K	0.02%
CWM, LLC	9,780	$117.0K	0.00%

Sold out (1)

Institutions that held First Trust Mortgage Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of FMY in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
LPL Financial LLC	14,988	$187.2K