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 2025 vs. Q1 2025
How the institutions holding First Trust Mortgage Income Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 14 | 2 | 14 | +2 |
| Shares | 2.56M | 63.9K | 2.51M | +8.63K (+0.3%) |
| Value | $31.3M | $780.6K | $30.6M | +$58.8K (+0.2%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held First Trust Mortgage Income Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 23,100 | $281.8K | 0.00% |
| Raymond James Financial Inc | 2,547 | $31.1K | 0.00% |
Sold out (0)
Institutions that held First Trust Mortgage Income Fund at the end of Q1 2025 and filed for Q2 2025 without it.
None.
Not filed for Q2 2025 yet (2)
Institutions that held First Trust Mortgage Income Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 40,776 | $498.3K |
| Transform Wealth, LLC | 23,100 | $282.3K |