D
FMY

Diversified’s First Trust Mortgage Income Fund FMY Stock Holding History

Diversified’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
2021
Q1 		– Sell
-613
Closed -$8K – 173
2020
Q4 		$8K Buy
+613
New +$8.35K 0.01% 299

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
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Diversified's FMY Position: Q1 2021 in Review

Diversified sold out of First Trust Mortgage Income Fund (FMY) in Q1 2021, closing a stake of 613 shares — an estimated $8K sold.

Diversified first reported a position in FMY in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 18 funds tracked by Wall St. Rank hold FMY as of Q1 2021.

  • Diversified reported no remaining First Trust Mortgage Income Fund position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 613 First Trust Mortgage Income Fund shares in Q1 2021, an estimated $8K.
  • Diversified first reported a position in First Trust Mortgage Income Fund in Q4 2020 and held it in 1 quarter.
  • Diversified's First Trust Mortgage Income Fund position peaked at $8K in Q4 2020.
  • 18 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.