APA
FMY

American Portfolios Advisors’s First Trust Mortgage Income Fund FMY Stock Holding History

American Portfolios Advisors’s Portfolio FMY Stock Details FMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-220
Closed -$2.95K – 2470
2018
Q3 		$2.95K Hold
220
– – ﹤0.01% 2156
2018
Q2 		$2.96K Sell
220
-226
-51% -$3.05K ﹤0.01% 2124
2018
Q1 		$6.22K Buy
+446
New +$6.27K ﹤0.01% 1800

Other funds holding FMY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

American Portfolios Advisors's FMY Position: Q4 2018 in Review

American Portfolios Advisors sold out of First Trust Mortgage Income Fund (FMY) in Q4 2018, closing a stake of 220 shares — an estimated $2.95K sold.

American Portfolios Advisors first reported a position in FMY in Q1 2018 and held it in 3 quarters. The position peaked at $6.22K in Q1 2018. 15 funds tracked by Wall St. Rank hold FMY as of Q4 2018.

  • American Portfolios Advisors reported no remaining First Trust Mortgage Income Fund position as of Q4 2018 after selling out during the quarter.
  • American Portfolios Advisors sold 220 First Trust Mortgage Income Fund shares in Q4 2018, an estimated $2.95K.
  • American Portfolios Advisors first reported a position in First Trust Mortgage Income Fund in Q1 2018 and held it in 3 quarters.
  • American Portfolios Advisors's First Trust Mortgage Income Fund position peaked at $6.22K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q4 2018.

Based on American Portfolios Advisors's 13F filing for Q4 2018, filed 24 Mar 2023.