FMY

First Trust Mortgage Income Fund
FMY

Overview Fund Activity

18 hedge funds and large institutions have $31.3M invested in First Trust Mortgage Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% 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
4
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$22.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$399K
3
IWM
3
IHT Wealth Management
Illinois
$222K
4
MFW
4
Meristem Family Wealth
Minnesota
$189K
5
ACP
5
Aviance Capital Partners
Florida
$728K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$438K
2
KA
2
Kovack Advisors
Florida
$0
3
1CP
3
1607 Capital Partners
Virginia
$5.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$76K
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22.6M 1,680,061 +46,764 +3%
1CP
2
1607 Capital Partners
Virginia
$5.53M 412,076 -24,400 -6%
ACP
3
Aviance Capital Partners
Florida
$728K 54,208 +11,555 +27%
Wells Fargo
4
Wells Fargo
California
$438K 32,593 -51,012 -61%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$399K 29,740 +29,740 New
IWM
6
IHT Wealth Management
Illinois
$222K 16,560 +16,560 New
LPL Financial
7
LPL Financial
California
$202K 15,030 -285 -2%
RJA
8
Raymond James & Associates
Florida
$194K 14,468 +2,634 +22%
CIA
9
Capital Investment Advisors
Georgia
$191K 14,249 -2,141 -13%
MFW
10
Meristem Family Wealth
Minnesota
$189K 14,100 +14,100 New
AWS
11
AJ Wealth Strategies
New York
$160K 11,950 – –
Bank of America
12
Bank of America
North Carolina
$159K 11,817 -3,264 -22%
CAN
13
Cetera Advisor Networks
California
$152K 11,348 +17 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$76K 5,692 -11,059 -66%
Osaic Holdings
15
Osaic Holdings
Arizona
$25K 1,878 – –
HI
16
Harbour Investments
Wisconsin
$22K 1,625 +1,625 New
UBS Group
17
UBS Group
Switzerland
$15K 1,066 -296 -22%
JMF
18
Johnson Midwest Financial
Iowa
$2K 150 – –
KA
19
Kovack Advisors
Florida
– – -24,550 Closed
KWM
20
Kingsview Wealth Management
Oregon
– – -10,361 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – -1,620 Closed
D
22
Diversified
Delaware
– – -613 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –