FMY

First Trust Mortgage Income Fund
FMY

Overview Fund Activity

18 hedge funds and large institutions have $32.5M invested in First Trust Mortgage Income Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$166K
2
KWM
2
Kingsview Wealth Management
Oregon
$144K
3
Wells Fargo
3
Wells Fargo
California
$1.16M
4
Bank of America
4
Bank of America
North Carolina
$210K
5
LPL Financial
5
LPL Financial
California
$213K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$22.7M
2
MFW
2
Meristem Family Wealth
Minnesota
$0
3
WMG
3
WESCAP Management Group
California
$0
4
IAIM
4
International Assets Investment Management
Florida
$0
5
1CP
5
1607 Capital Partners
Virginia
$6.07M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22.7M 1,633,297 -13,966 -0.8%
1CP
2
1607 Capital Partners
Virginia
$6.07M 436,476 -10,814 -2%
Wells Fargo
3
Wells Fargo
California
$1.16M 83,605 +4,352 +5%
ACP
4
Aviance Capital Partners
Florida
$593K 42,653 -976 -2%
KA
5
Kovack Advisors
Florida
$342K 24,550 – –
Morgan Stanley
6
Morgan Stanley
New York
$233K 16,751 -696 -4%
CIA
7
Capital Investment Advisors
Georgia
$228K 16,390 -262 -2%
LPL Financial
8
LPL Financial
California
$213K 15,315 +701 +5%
Bank of America
9
Bank of America
North Carolina
$210K 15,081 +3,335 +28%
AWS
10
AJ Wealth Strategies
New York
$166K 11,950 +11,950 New
RJA
11
Raymond James & Associates
Florida
$165K 11,834 +85 +0.7%
CAN
12
Cetera Advisor Networks
California
$158K 11,331 +17 +0.2%
KWM
13
Kingsview Wealth Management
Oregon
$144K 10,361 +10,361 New
Osaic Holdings
14
Osaic Holdings
Arizona
$26K 1,878 +1 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$23K 1,620 -1,550 -49%
UBS Group
16
UBS Group
Switzerland
$19K 1,362 -934 -41%
D
17
Diversified
Delaware
$8K 613 +613 New
JMF
18
Johnson Midwest Financial
Iowa
$2K 150 +150 New
MFW
19
Meristem Family Wealth
Minnesota
– – -14,100 Closed
WMG
20
WESCAP Management Group
California
– – -13,736 Closed
IAIM
21
International Assets Investment Management
Florida
– – -11,307 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –