Highline Wealth Partners’s First Trust Mortgage Income Fund FMY Stock Holding History

Highline Wealth Partners’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	$3.53K	Hold	300	–	–	﹤0.01%	962
2026 Q1	$3.53K	Hold	300	–	–	﹤0.01%	840
2025 Q4	$3.65K	Hold	300	–	–	﹤0.01%	663
2025 Q3	$3.67K	Buy	+300	New	+$3.67K	﹤0.01%	674

Other funds holding FMY

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

Highline Wealth Partners's FMY Position: Q2 2026 in Review

Highline Wealth Partners held its First Trust Mortgage Income Fund (FMY) position steady in Q2 2026 at 300 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Highline Wealth Partners first reported a position in FMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.67K in Q3 2025. 4 funds tracked by Wall St. Rank hold FMY as of Q2 2026.

Highline Wealth Partners held 300 shares of First Trust Mortgage Income Fund worth $3.53K as of Q2 2026.
Highline Wealth Partners left its First Trust Mortgage Income Fund share count unchanged in Q2 2026.
First Trust Mortgage Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #962 holding.
Highline Wealth Partners first reported a position in First Trust Mortgage Income Fund in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's First Trust Mortgage Income Fund position peaked at $3.67K in Q3 2025.
4 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.