DAS
FMY

Dynamic Advisor Solutions’s First Trust Mortgage Income Fund FMY Stock Holding History

Dynamic Advisor Solutions’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
2019
Q2 		– Sell
-10,122
Closed -$137K – 535
2019
Q1 		$137K Buy
+10,122
New +$136K 0.03% 400

Other funds holding FMY

SIA
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dynamic Advisor Solutions's FMY Position: Q2 2019 in Review

Dynamic Advisor Solutions sold out of First Trust Mortgage Income Fund (FMY) in Q2 2019, closing a stake of 10,122 shares — an estimated $137K sold.

Dynamic Advisor Solutions first reported a position in FMY in Q1 2019 and held it in 1 quarter. The position peaked at $137K in Q1 2019. 15 funds tracked by Wall St. Rank hold FMY as of Q2 2019.

  • Dynamic Advisor Solutions reported no remaining First Trust Mortgage Income Fund position as of Q2 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,122 First Trust Mortgage Income Fund shares in Q2 2019, an estimated $137K.
  • Dynamic Advisor Solutions first reported a position in First Trust Mortgage Income Fund in Q1 2019 and held it in 1 quarter.
  • Dynamic Advisor Solutions's First Trust Mortgage Income Fund position peaked at $137K in Q1 2019.
  • 15 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q2 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2019, filed 13 Aug 2019.