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.
13F holders, Q1 2026
Institutional positions in First Trust Mortgage Income Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 16
- +4 vs. Q4 2025
- Shares held
- 2.52M
- +17.7K (+0.7%) vs. Q4 2025
- Total value
- $29.7M
- −$748.5K (−2.5%) vs. Q4 2025
- New holders
- 4
- 4 more added
- Sold out
- 0
- 5 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FMY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 15 | $29.6M |
| Q1 2026 | 16 | $29.7M |
| Q4 2025 | 12 | $30.4M |
| Q3 2025 | 14 | $30.5M |
| Q2 2025 | 14 | $30.6M |
| Q1 2025 | 14 | $31.3M |
| Q4 2024 | 13 | $30.7M |
| Q3 2024 | 11 | $31.1M |
| Q2 2024 | 11 | $29.8M |
| Q1 2024 | 15 | $31.7M |
| Q4 2023 | 14 | $30.7M |
| Q3 2023 | 18 | $28.2M |
| Q2 2023 | 15 | $27.8M |
| Q1 2023 | 15 | $28.1M |
| Q4 2022 | 16 | $27.4M |
| Q3 2022 | 18 | $27.3M |
| Q2 2022 | 18 | $27.3M |
| Q1 2022 | 20 | $28.7M |
| Q4 2021 | 20 | $31.6M |
| Q3 2021 | 16 | $31.3M |
| Q2 2021 | 16 | $31.5M |
| Q1 2021 | 18 | $31.3M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding First Trust Mortgage Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,283,135 | $26.9M | 0.55% | −13,971−0.6% | Reduced |
| 1607 Capital Partners, LLC | 61,582 | $724.8K | 0.05% | −9,407−13.3% | Reduced |
| Noble Wealth Management PBC | 55,931 | $658.3K | 0.34% | +9,250+19.8% | Added |
| Uhlmann Price Securities, LLC | 24,061 | $283.2K | 0.02% | +387+1.6% | Added |
| Jones Financial Companies LLLP | 16,755 | $194.3K | 0.00% | −1,762−9.5% | Reduced |
| Morgan Stanley | 16,052 | $188.9K | 0.00% | −3,217−16.7% | Reduced |
| Cresset Asset Management, LLC | 14,100 | $166.0K | 0.00% | 00.0% | Unchanged |
| Narwhal Capital Management | 13,354 | $157.2K | 0.01% | +13,354 | New |
| Logan Stone Capital, LLC | 11,983 | $141.0K | 0.04% | +11,983 | New |
| Susquehanna International Group, LLP | 11,386 | $134.0K | 0.00% | +11,386 | New |
| CWM, LLC | 10,603 | $124.8K | 0.00% | +823+8.4% | Added |
| Advisor Group Holdings, Inc. | 2,743 | $32.3K | 0.00% | −2,118−43.6% | Reduced |
| UBS Group AG | 582 | $6.85K | 0.00% | +581+58,100.0% | Added |
| GHP Investment Advisors, Inc. | 400 | $4.71K | 0.00% | +400 | New |
| Highline Wealth Partners LLC | 300 | $3.53K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $10 | 0.00% | 00.0% | Unchanged |