LF
FMY

LifeSteps Financial’s First Trust Mortgage Income Fund FMY Stock Holding History

LifeSteps Financial’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
2026
Q2 		$2.06K Buy
+175
New +$2.06K ﹤0.01% 676

Other funds holding FMY

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LifeSteps Financial's FMY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in First Trust Mortgage Income Fund (FMY) in Q2 2026: 175 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings.

4 funds tracked by Wall St. Rank hold FMY as of Q2 2026.

  • LifeSteps Financial held 175 shares of First Trust Mortgage Income Fund worth $2.06K as of Q2 2026.
  • First Trust Mortgage Income Fund was a new LifeSteps Financial position in Q2 2026.
  • First Trust Mortgage Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #676 holding.
  • 4 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.