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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.

Q4 2025 vs. Q3 2025

How the institutions holding First Trust Mortgage Income Fund changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of FMY: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders1412−2
Shares2.49M2.51M+11.7K (+0.5%)
Value$30.5M$30.4M−$100.3K (−0.3%)

New holders (0)

Institutions that held First Trust Mortgage Income Fund at the end of Q4 2025 but not at the end of Q3 2025.

None.

Sold out (2)

Institutions that held First Trust Mortgage Income Fund at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of FMY in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Kovitz Investment Group Partners, LLC23,100$282.9K
Narwhal Capital Management13,170$161.3K