KIM
FMY

Karpus Investment Management’s First Trust Mortgage Income Fund FMY Stock Holding History

Karpus Investment 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
2019
Q4 		– Sell
-55,639
Closed -$778K – 187
2019
Q3 		$778K Buy
+55,639
New +$769K 0.03% 146

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
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 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

Karpus Investment Management's FMY Position: Q4 2019 in Review

Karpus Investment Management sold out of First Trust Mortgage Income Fund (FMY) in Q4 2019, closing a stake of 55,639 shares — an estimated $778K sold.

Karpus Investment Management first reported a position in FMY in Q3 2019 and held it in 1 quarter. The position peaked at $778K in Q3 2019. 16 funds tracked by Wall St. Rank hold FMY as of Q4 2019.

  • Karpus Investment Management reported no remaining First Trust Mortgage Income Fund position as of Q4 2019 after selling out during the quarter.
  • Karpus Investment Management sold 55,639 First Trust Mortgage Income Fund shares in Q4 2019, an estimated $778K.
  • Karpus Investment Management first reported a position in First Trust Mortgage Income Fund in Q3 2019 and held it in 1 quarter.
  • Karpus Investment Management's First Trust Mortgage Income Fund position peaked at $778K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q4 2019.

Based on Karpus Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.