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

IFP 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
2019 Q1	$35K	Sell	2,574 -1,681	-40%	-$22.5K	﹤0.01%	1113
2018 Q4	$55K	Hold	4,255	–	–	﹤0.01%	1552
2018 Q3	$57K	Buy	4,255 +3,150	+285%	+$42K	﹤0.01%	1827
2018 Q2	$15K	Hold	1,105	–	–	﹤0.01%	2640
2018 Q1	$16K	Hold	1,105	–	–	﹤0.01%	2520
2017 Q4	$16K	Sell	1,105 -2,652	-71%	-$37.7K	﹤0.01%	2556
2017 Q3	$54K	Buy	3,757 +21	+0.6%	+$299	﹤0.01%	1946
2017 Q2	$53K	Buy	3,736 +21	+0.6%	+$296	﹤0.01%	1924
2017 Q1	$52K	Buy	3,715 +26	+0.7%	+$366	﹤0.01%	1898
2016 Q4	$52K	Buy	3,689 +36	+1%	+$506	﹤0.01%	1856
2016 Q3	$53K	Sell	3,653 -723	-17%	-$10.5K	﹤0.01%	1770
2016 Q2	$63K	Buy	4,376 +1,802	+70%	+$26K	﹤0.01%	1630
2016 Q1	$35K	Buy	2,574 +1,974	+329%	+$28.3K	﹤0.01%	1112
2015 Q4	$9K	Buy	+600	New	+$8.68K	﹤0.01%	2632

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

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

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

RJA

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

CAN

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's FMY Position: Q1 2019 in Review

IFP Advisors reduced its First Trust Mortgage Income Fund (FMY) stake by 40% in Q1 2019, selling an estimated $22.5K and leaving 2,574 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

IFP Advisors first reported a position in FMY in Q4 2015 and has held it in 14 quarters since. The position peaked at $63K in Q2 2016. 15 funds tracked by Wall St. Rank hold FMY as of Q1 2019.

IFP Advisors held 2,574 shares of First Trust Mortgage Income Fund worth $35K as of Q1 2019.
IFP Advisors sold 1,681 First Trust Mortgage Income Fund shares in Q1 2019, an estimated $22.5K.
First Trust Mortgage Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1113 holding.
IFP Advisors first reported a position in First Trust Mortgage Income Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's First Trust Mortgage Income Fund position peaked at $63K in Q2 2016.
15 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.