Kovitz Investment Group Partners
FMY

Kovitz Investment Group Partners’s First Trust Mortgage Income Fund FMY Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-23,100
Closed -$283K – 760
2025
Q3 		$283K Hold
23,100
– – ﹤0.01% 1222
2025
Q2 		$282K Buy
+23,100
New +$278K ﹤0.01% 1164

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CAM
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HWP
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Kovitz Investment Group Partners's FMY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Mortgage Income Fund (FMY) in Q4 2025, closing a stake of 23,100 shares — an estimated $283K sold.

Kovitz Investment Group Partners first reported a position in FMY in Q2 2025 and held it in 2 quarters. The position peaked at $283K in Q3 2025. 12 funds tracked by Wall St. Rank hold FMY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining First Trust Mortgage Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 23,100 First Trust Mortgage Income Fund shares in Q4 2025, an estimated $283K.
  • Kovitz Investment Group Partners first reported a position in First Trust Mortgage Income Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's First Trust Mortgage Income Fund position peaked at $283K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.