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FMY

First Trust Mortgage Income Fund
FMY

21 hedge funds and large institutions have $18.7M invested in First Trust Mortgage Income Fund in 2013 Q2 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.73% more ownership

Funds ownership: 0% → 27.73% (+28%)

Holders
21
Holders Change
+21
Holders Change %
–
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.3M +$10.6M +645,002 New
1CP
2
1607 Capital Partners
Virginia
$1.69M +$1.74M +106,142 New
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.39M +$1.43M +87,276 New
Morgan Stanley
4
Morgan Stanley
New York
$936K +$962K +58,831 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$706K +$727K +44,422 New
DA
6
Doliver Advisors
Texas
$608K +$625K +38,230 New
SNC
7
Stifel Nicolaus & Co
Missouri
$585K +$602K +36,775 New
CA
8
Cornerstone Advisors
North Carolina
$552K +$569K +34,806 New
Wells Fargo
9
Wells Fargo
California
$469K +$483K +29,550 New
U
10
UBS
Switzerland
$314K +$323K +19,722 New
RJA
11
Raymond James & Associates
Florida
$310K +$319K +19,509 New
FAAS
12
First Allied Advisory Services
California
$188K +$193K +11,800 New
Bank of America
13
Bank of America
North Carolina
$188K +$193K +11,810 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$169K – – –
LPL Financial
15
LPL Financial
California
$163K +$168K +10,263 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$92K +$94.9K +5,800 New
MFS
17
MSI Financial Services
Massachusetts
$57K +$58.2K +3,555 New
Creative Planning
18
Creative Planning
Kansas
$26K +$26.6K +1,626 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$17K +$18K +1,100 New
MA
20
MUFG Americas
New York
$16K +$16.1K +983 New
AIG
21
American International Group
New York
$8.33K +$8.57K +524 New
TRCT
22
Tower Research Capital (TRC)
New York
$6K +$6.54K +400 New

FMY Hedge Fund Activity: Q2 2013 in Review

21 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q2 2013, worth a combined $18.7M.

Buyers outnumbered sellers: 21 funds opened new FMY positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

  • 21 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.7M of First Trust Mortgage Income Fund stock for Q2 2013.
  • 21 funds opened new First Trust Mortgage Income Fund positions in Q2 2013 and 0 closed out, a net change of +21 holders.

Based on aggregated 13F filings for Q2 2013.