KWM
FMY

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

Kingsview 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
Q1 		– Sell
-10,361
Closed -$144K – 892
2020
Q4 		$144K Buy
+10,361
New +$141K 0.01% 675

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
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Kingsview Wealth Management's FMY Position: Q1 2021 in Review

Kingsview Wealth Management sold out of First Trust Mortgage Income Fund (FMY) in Q1 2021, closing a stake of 10,361 shares — an estimated $144K sold.

Kingsview Wealth Management first reported a position in FMY in Q4 2020 and held it in 1 quarter. The position peaked at $144K in Q4 2020. 18 funds tracked by Wall St. Rank hold FMY as of Q1 2021.

  • Kingsview Wealth Management reported no remaining First Trust Mortgage Income Fund position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,361 First Trust Mortgage Income Fund shares in Q1 2021, an estimated $144K.
  • Kingsview Wealth Management first reported a position in First Trust Mortgage Income Fund in Q4 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's First Trust Mortgage Income Fund position peaked at $144K in Q4 2020.
  • 18 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.