Logan Stone Capital’s First Trust Mortgage Income Fund FMY Stock Holding History

Logan Stone Capital’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 Q1	$141K	Buy	+11,983	New	+$144K	0.04%	127

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Logan Stone Capital's FMY Position: Q1 2026 in Review

Logan Stone Capital opened a new position in First Trust Mortgage Income Fund (FMY) in Q1 2026: 11,983 shares worth $141K. The stake represents 0.04% of the portfolio and ranks #127 among its holdings.

16 funds tracked by Wall St. Rank hold FMY as of Q1 2026.

Logan Stone Capital held 11,983 shares of First Trust Mortgage Income Fund worth $141K as of Q1 2026.
First Trust Mortgage Income Fund was a new Logan Stone Capital position in Q1 2026.
First Trust Mortgage Income Fund made up 0.04% of Logan Stone Capital's portfolio in Q1 2026, its #127 holding.
16 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.