First Trust Mortgage Income Fund
16 hedge funds and large institutions have $31.5M invested in First Trust Mortgage Income Fund in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
1% more capital invested
Capital invested by funds: $31.3M → $31.5M (+$242K)
1.08% less ownership
Funds ownership: 55.31% → 54.23% (-1.1%)
11% less funds holding
Funds holding: 18 → 16 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$161K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$47.5K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$36.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$31.1K |
| 5 |
Morgan Stanley
New York
|
+$27.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$432K |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$222K |
| 3 |
MFW
Meristem Family Wealth
Minnetonka,
Minnesota
|
-$189K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$87.2K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$25K |
FMY Hedge Fund Activity: Q2 2021 in Review
16 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q2 2021, worth a combined $31.5M — up 0.77% from $31.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FMY and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 9 added.
The largest buyer was Aviance Capital Partners, adding an estimated $161K. The largest seller was 1607 Capital Partners, cutting an estimated $432K.
- 16 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q2 2021, down from 18 in Q1 2021.
- Funds reported $31.5M of First Trust Mortgage Income Fund stock for Q2 2021, up 0.77% quarter-over-quarter.
- 0 funds opened new First Trust Mortgage Income Fund positions in Q2 2021 and 2 closed out, a net change of -2 holders.
- The largest First Trust Mortgage Income Fund buyer in Q2 2021 was Aviance Capital Partners, an estimated $161K added.
- The largest First Trust Mortgage Income Fund seller in Q2 2021 was 1607 Capital Partners, an estimated $432K sold.
Based on aggregated 13F filings for Q2 2021.