FMY

First Trust Mortgage Income Fund

21 hedge funds and large institutions have $35.8M invested in First Trust Mortgage Income Fund in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$20.6M 1,423,716 +138,422 +11%
1CP
2
1607 Capital Partners
Virginia
$8.14M 562,785 -152,923 -21%
IA
3
Icon Advisers
Colorado
$3.11M 214,797 +6,530 +3%
LPL Financial
4
LPL Financial
California
$837K 57,784 +16,169 +39%
CAN
5
Cetera Advisor Networks
California
$794K 54,946 +27,525 +100%
Wells Fargo
6
Wells Fargo
California
$529K 36,623 +25,495 +229%
SCM
7
Saba Capital Management
New York
$489K 33,890
Morgan Stanley
8
Morgan Stanley
New York
$416K 28,767 +7,783 +37%
RJA
9
Raymond James & Associates
Florida
$239K 16,502 -90 -0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$216K 14,921
UBS Group
11
UBS Group
Switzerland
$123K 8,491 +3,596 +73%
Bank of America
12
Bank of America
North Carolina
$72K 4,980 +1,863 +60%
IA
13
IFP Advisors
Florida
$53K 3,653 -723 -17%
Citigroup
14
Citigroup
New York
$48K 3,314
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$43K 2,989
PSUF
16
People's United Financial
Connecticut
$40K 2,800
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$37K 2,535
Creative Planning
18
Creative Planning
Kansas
$24K 1,626
AG
19
Advisor Group
Arizona
$18K 1,241 -742 -37%
FHA
20
First Horizon Advisors
Tennessee
$9K 704 +704 New
NFG
21
Next Financial Group
Texas
$2K 160 +160 New
TRCT
22
Tower Research Capital (TRC)
New York
-69 Closed