GIA
FMY

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
Q2 		$4.7K Hold
400
– – ﹤0.01% 908
2026
Q1 		$4.71K Buy
+400
New +$4.8K ﹤0.01% 906

Other funds holding FMY

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GHP Investment Advisors's FMY Position: Q2 2026 in Review

GHP Investment Advisors held its First Trust Mortgage Income Fund (FMY) position steady in Q2 2026 at 400 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

GHP Investment Advisors first reported a position in FMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.71K in Q1 2026. 15 funds tracked by Wall St. Rank hold FMY as of Q2 2026.

  • GHP Investment Advisors held 400 shares of First Trust Mortgage Income Fund worth $4.7K as of Q2 2026.
  • GHP Investment Advisors left its First Trust Mortgage Income Fund share count unchanged in Q2 2026.
  • First Trust Mortgage Income Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #908 holding.
  • GHP Investment Advisors first reported a position in First Trust Mortgage Income Fund in Q1 2026 and has held it in 2 quarters since.
  • GHP Investment Advisors's First Trust Mortgage Income Fund position peaked at $4.71K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.