Carson Wealth (CWM LLC)’s First Trust Mortgage Income Fund FMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
9,780
| – | – | ﹤0.01% | 2568 |
|
|
2025
Q1 | $120K | Hold |
9,780
| – | – | ﹤0.01% | 2267 |
|
|
2024
Q4 | $117K | Buy |
+9,780
| New | +$117K | ﹤0.01% | 2181 |
|
|
2022
Q4 | – | Sell |
-392
| Closed | -$4K | – | 4046 |
|
|
2022
Q3 | $4K | Hold |
392
| – | – | ﹤0.01% | 3164 |
|
|
2022
Q2 | $5K | Buy |
+392
| New | +$5K | ﹤0.01% | 2960 |
|