FMY

First Trust Mortgage Income Fund
FMY

Overview Fund Activity

18 hedge funds and large institutions have $32.8M invested in First Trust Mortgage Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WMG
1
WESCAP Management Group
California
$251K
2
CIA
2
Capital Investment Advisors
Georgia
$239K
3
1CP
3
1607 Capital Partners
Virginia
$6.27M
4
LPL Financial
4
LPL Financial
California
$198K
5
IAIM
5
International Assets Investment Management
Florida
$156K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$22.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$26K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$44K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22.7M 1,647,263 -34,733 -2%
1CP
2
1607 Capital Partners
Virginia
$6.27M 454,488 +15,690 +4%
Wells Fargo
3
Wells Fargo
California
$1.04M 75,428 +912 +1%
ACP
4
Aviance Capital Partners
Florida
$524K 38,034 +7,898 +26%
KA
5
Kovack Advisors
Florida
$366K 26,550 – –
Morgan Stanley
6
Morgan Stanley
New York
$254K 18,390 +980 +6%
WMG
7
WESCAP Management Group
California
$251K 18,255 +18,255 New
CIA
8
Capital Investment Advisors
Georgia
$239K 17,344 +17,344 New
LPL Financial
9
LPL Financial
California
$198K 14,378 +14,378 New
MFW
10
Meristem Family Wealth
Minnesota
$194K 14,100 – –
Bank of America
11
Bank of America
North Carolina
$164K 11,869 +1,968 +20%
RJA
12
Raymond James & Associates
Florida
$161K 11,674 +76 +0.7%
CAN
13
Cetera Advisor Networks
California
$156K 11,296 +17 +0.2%
IAIM
14
International Assets Investment Management
Florida
$156K 11,307 +11,307 New
UBS Group
15
UBS Group
Switzerland
$64K 4,648 +1,822 +64%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$44K 3,170 -685 -18%
Osaic Holdings
17
Osaic Holdings
Arizona
$26K 1,877 -735 -28%
PAG
18
Private Advisor Group
New Jersey
$1K 60 +60 New
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –