IHT Wealth Management’s First Trust Mortgage Income Fund FMY Stock Holding History

IHT Wealth Management’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
2021 Q2	–	Sell	-16,560	Closed	-$222K	–	955
2021 Q1	$222K	Buy	+16,560	New	+$224K	0.02%	733

Other funds holding FMY

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

IHT Wealth Management's FMY Position: Q2 2021 in Review

IHT Wealth Management sold out of First Trust Mortgage Income Fund (FMY) in Q2 2021, closing a stake of 16,560 shares — an estimated $222K sold.

IHT Wealth Management first reported a position in FMY in Q1 2021 and held it in 1 quarter. The position peaked at $222K in Q1 2021. 16 funds tracked by Wall St. Rank hold FMY as of Q2 2021.

IHT Wealth Management reported no remaining First Trust Mortgage Income Fund position as of Q2 2021 after selling out during the quarter.
IHT Wealth Management sold 16,560 First Trust Mortgage Income Fund shares in Q2 2021, an estimated $222K.
IHT Wealth Management first reported a position in First Trust Mortgage Income Fund in Q1 2021 and held it in 1 quarter.
IHT Wealth Management's First Trust Mortgage Income Fund position peaked at $222K in Q1 2021.
16 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q2 2021.

Based on IHT Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.