FMY

First Trust Mortgage Income Fund

20 hedge funds and large institutions have $28.7M invested in First Trust Mortgage Income Fund in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and closing their positions.

Holders
20
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
1
Increased
8
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$21.3M 1,723,882 +9,891 +0.6%
1CP
2
1607 Capital Partners
Virginia
$4.27M 345,276 -10,300 -3%
ACP
3
Aviance Capital Partners
Florida
$1.1M 88,870 +5,903 +7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$289K 23,385
LPL Financial
5
LPL Financial
California
$239K 19,347 +78 +0.4%
Wells Fargo
6
Wells Fargo
California
$237K 19,193 -1,467 -7%
RJA
7
Raymond James & Associates
Florida
$181K 14,616 +88 +0.6%
Bank of America
8
Bank of America
North Carolina
$177K 14,345 -393 -3%
MFW
9
Meristem Family Wealth
Minnesota
$174K 14,100
AWS
10
AJ Wealth Strategies
New York
$148K 11,950
Osaic Holdings
11
Osaic Holdings
Arizona
$134K 10,892 +1,567 +17%
CAN
12
Cetera Advisor Networks
California
$128K 10,368 +30 +0.3%
CIA
13
Capital Investment Advisors
Georgia
$127K 10,296 -502 -5%
Morgan Stanley
14
Morgan Stanley
New York
$104K 8,447 -285 -3%
UBS Group
15
UBS Group
Switzerland
$26K 2,128 +640 +43%
S
16
Surevest
California
$21K 1,713
FAG
17
Fortitude Advisory Group
Washington
$19K 1,500
MCC
18
Money Concepts Capital
Florida
$4K 341 +341 New
TRCT
19
Tower Research Capital (TRC)
New York
$2K 192 +188 +4,700%
JMF
20
Johnson Midwest Financial
Iowa
$1K 120 -30 -20%
CFGS
21
Concourse Financial Group Securities
Alabama