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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