FFA
DMO

Founders Financial Alliance’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Founders Financial Alliance’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-52,176
Closed -$739K – 466
2020
Q4 		$739K Sell
52,176
-1,705
-3% -$23.3K 0.42% 61
2020
Q3 		$713K Buy
+53,881
New +$741K 0.43% 49

Other funds holding DMO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Founders Financial Alliance's DMO Position: Q1 2021 in Review

Founders Financial Alliance sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2021, closing a stake of 52,176 shares — an estimated $739K sold.

Founders Financial Alliance first reported a position in DMO in Q3 2020 and held it in 2 quarters. The position peaked at $739K in Q4 2020. 45 funds tracked by Wall St. Rank hold DMO as of Q1 2021.

  • Founders Financial Alliance reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 52,176 Western Asset Mortgage Opportunity Fund shares in Q1 2021, an estimated $739K.
  • Founders Financial Alliance first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2020 and held it in 2 quarters.
  • Founders Financial Alliance's Western Asset Mortgage Opportunity Fund position peaked at $739K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2021.

Based on Founders Financial Alliance's 13F filing for Q1 2021, filed 14 May 2021.