Transform Wealth’s First Trust Mortgage Income Fund FMY Stock Holding History

Transform Wealth’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 Q1	$282K	Hold
2024 Q4	$279K	Buy
2024 Q1	–	Sell
2023 Q4	$142K	Hold
2023 Q3	$130K	Buy