First Trust Mortgage Income Fund
16 hedge funds and large institutions have $31.3M invested in First Trust Mortgage Income Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.21% less ownership
Funds ownership: 54.23% → 54.02% (-0.21%)
1% less capital invested
Capital invested by funds: $31.5M → $31.3M (-$213K)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$301K |
| 2 |
MFW
Meristem Family Wealth
Minnetonka,
Minnesota
|
+$195K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$71.3K |
| 4 |
LPL Financial
San Diego,
California
|
+$30.8K |
| 5 |
Morgan Stanley
New York
|
+$8.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$338K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$157K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$87.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$75.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$35.3K |
FMY Hedge Fund Activity: Q3 2021 in Review
16 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q3 2021, worth a combined $31.3M — down 0.68% from $31.5M a quarter earlier.
Fund positioning in FMY was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 8 trimmed.
The largest buyer was Aviance Capital Partners, adding an estimated $301K. The largest seller was 1607 Capital Partners, cutting an estimated $338K.
- 16 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $31.3M of First Trust Mortgage Income Fund stock for Q3 2021, down 0.68% quarter-over-quarter.
- 1 fund opened new First Trust Mortgage Income Fund positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest First Trust Mortgage Income Fund buyer in Q3 2021 was Aviance Capital Partners, an estimated $301K added.
- The largest First Trust Mortgage Income Fund seller in Q3 2021 was 1607 Capital Partners, an estimated $338K sold.
Based on aggregated 13F filings for Q3 2021.