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 2025 vs. Q2 2025
How the institutions holding First Trust Mortgage Income Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 14 | 14 | 0 |
| Shares | 2.51M | 2.49M | −12.9K (−0.5%) |
| Value | $30.6M | $30.5M | −$38.0K (−0.1%) |
New holders (2)
Institutions that held First Trust Mortgage Income Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Noble Wealth Management PBC | 29,109 | $356.5K | 0.19% |
| Highline Wealth Partners LLC | 300 | $3.67K | 0.00% |
Sold out (2)
Institutions that held First Trust Mortgage Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Global Assets Advisory, LLC | 7,500 | $91.7K |
| Raymond James Financial Inc | 2,547 | $31.1K |