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.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0.1% more ownership
Funds ownership: 55.03% → 55.13% (+0.1%)
0% more funds holding
Funds holding: 20 → 20 (0)
9% less capital invested
Capital invested by funds: $31.6M → $28.7M (-$2.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$128K |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$76.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.29K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$4.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$133K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$19K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$6.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.09K |
| 5 |
Morgan Stanley
New York
|
-$3.69K |
FMY Hedge Fund Activity: Q1 2022 in Review
20 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q1 2022, worth a combined $28.7M — down 9% from $31.6M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FMY positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $128K. The largest seller was 1607 Capital Partners, cutting an estimated $133K.
- 20 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $28.7M of First Trust Mortgage Income Fund stock for Q1 2022, down 9% quarter-over-quarter.
- 1 fund opened new First Trust Mortgage Income Fund positions in Q1 2022 and 0 closed out, a net change of +1 holder.
- The largest First Trust Mortgage Income Fund buyer in Q1 2022 was Sit Investment Associates, an estimated $128K added.
- The largest First Trust Mortgage Income Fund seller in Q1 2022 was 1607 Capital Partners, an estimated $133K sold.
Based on aggregated 13F filings for Q1 2022.