GHP Investment Advisors’s First Trust Mortgage Income Fund FMY Stock Holding History

GHP Investment Advisors’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
2026 Q1	$4.71K	Buy	+400	New	+$4.8K	﹤0.01%	906

Other funds holding FMY

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return