Fortitude Advisory Group’s First Trust Mortgage Income Fund FMY Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-1,500	Closed	-$19K	–	588
2022 Q1	$19K	Hold	1,500	–	–	0.01%	845
2021 Q4	$20K	Buy	+1,500	New	+$20.3K	0.01%	839

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fortitude Advisory Group's FMY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of First Trust Mortgage Income Fund (FMY) in Q2 2022, closing a stake of 1,500 shares — an estimated $19K sold.

Fortitude Advisory Group first reported a position in FMY in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 18 funds tracked by Wall St. Rank hold FMY as of Q2 2022.

Fortitude Advisory Group reported no remaining First Trust Mortgage Income Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,500 First Trust Mortgage Income Fund shares in Q2 2022, an estimated $19K.
Fortitude Advisory Group first reported a position in First Trust Mortgage Income Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's First Trust Mortgage Income Fund position peaked at $20K in Q4 2021.
18 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.