FMY

First Trust Mortgage Income Fund

19 hedge funds and large institutions have $33.1M invested in First Trust Mortgage Income Fund in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$18.5M 1,245,610 +173,125 +16%
1CP
2
1607 Capital Partners
Virginia
$10.3M 692,768 +7,200 +1%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$894K 60,156 -1,460 -2%
SCM
4
Saba Capital Management
New York
$872K 58,681 -14,622 -20%
CA
5
Cornerstone Advisors
North Carolina
$531K 35,763 -5,508 -13%
Bank of America
6
Bank of America
North Carolina
$478K 32,156 -1,683 -5%
Morgan Stanley
7
Morgan Stanley
New York
$305K 20,550 +2,431 +13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$256K 17,200 -1,285 -7%
RJA
9
Raymond James & Associates
Florida
$218K 14,689 -2,192 -13%
Stifel Financial
10
Stifel Financial
Missouri
$188K 12,625 -3,975 -24%
Wells Fargo
11
Wells Fargo
California
$130K 8,781 -7,131 -45%
Citigroup
12
Citigroup
New York
$96K 6,451 +6,451 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$74K 5,000
UBS Group
14
UBS Group
Switzerland
$70K 4,696 +4,696 New
S
15
SignatureFD
Georgia
$51K 3,400
BBHC
16
Brown Brothers Harriman & Co
New York
$37K 2,475
Creative Planning
17
Creative Planning
Kansas
$24K 1,626
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16K 1,100
AIG
19
American International Group
New York
$6.11K 411 +7 +2%
DA
20
Doliver Advisors
Texas
-21,485 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
-1,100 Closed
NFG
22
Next Financial Group
Texas
-160 Closed