First Trust Mortgage Income Fund
20 hedge funds and large institutions have $31.6M invested in First Trust Mortgage Income Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
25% more funds holding
Funds holding: 16 → 20 (+4)
1.01% more ownership
Funds ownership: 54.02% → 55.03% (+1%)
1% more capital invested
Capital invested by funds: $31.3M → $31.6M (+$263K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$509K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$140K |
| 3 |
S
Surevest
Los Angeles,
California
|
+$23.2K |
| 4 |
LPL Financial
San Diego,
California
|
+$15.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$86.1K |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$65.2K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$5.18K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.07K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.14K |
FMY Hedge Fund Activity: Q4 2021 in Review
20 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q4 2021, worth a combined $31.6M — up 0.84% from $31.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FMY positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $509K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $86.1K.
- 20 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q4 2021, up from 16 in Q3 2021.
- Funds reported $31.6M of First Trust Mortgage Income Fund stock for Q4 2021, up 0.84% quarter-over-quarter.
- 4 funds opened new First Trust Mortgage Income Fund positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest First Trust Mortgage Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $509K added.
- The largest First Trust Mortgage Income Fund seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $86.1K sold.
Based on aggregated 13F filings for Q4 2021.