PAG
FMY

Private Advisor Group’s First Trust Mortgage Income Fund FMY Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-60
Closed -$1K – 2232
2020
Q2 		$1K Buy
+60
New +$803 ﹤0.01% 3704

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Private Advisor Group's FMY Position: Q3 2020 in Review

Private Advisor Group sold out of First Trust Mortgage Income Fund (FMY) in Q3 2020, closing a stake of 60 shares — an estimated $1K sold.

Private Advisor Group first reported a position in FMY in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 17 funds tracked by Wall St. Rank hold FMY as of Q3 2020.

  • Private Advisor Group reported no remaining First Trust Mortgage Income Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 60 First Trust Mortgage Income Fund shares in Q3 2020, an estimated $1K.
  • Private Advisor Group first reported a position in First Trust Mortgage Income Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's First Trust Mortgage Income Fund position peaked at $1K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.