FMY

First Trust Mortgage Income Fund

18 hedge funds and large institutions have $27.3M invested in First Trust Mortgage Income Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$20.7M 1,779,879 +55,997 +3%
1CP
2
1607 Capital Partners
Virginia
$4.04M 346,676 +1,400 +0.4%
ACP
3
Aviance Capital Partners
Florida
$1.03M 88,146 -724 -0.8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$272K 23,385
Wells Fargo
5
Wells Fargo
California
$220K 18,892 -301 -2%
LPL Financial
6
LPL Financial
California
$216K 18,551 -796 -4%
CAM
7
Cresset Asset Management
Illinois
$164K 14,100 +14,100 New
RJA
8
Raymond James & Associates
Florida
$162K 13,876 -740 -5%
Bank of America
9
Bank of America
North Carolina
$122K 10,500 -3,845 -27%
CAN
10
Cetera Advisor Networks
California
$121K 10,401 +33 +0.3%
Osaic Holdings
11
Osaic Holdings
Arizona
$96K 8,266 -2,626 -24%
Morgan Stanley
12
Morgan Stanley
New York
$79K 6,818 -1,629 -19%
S
13
Surevest
California
$20K 1,713
UBS Group
14
UBS Group
Switzerland
$17K 1,486 -642 -30%
HI
15
Harbour Investments
Wisconsin
$13K 1,075 +1,075 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$5K 392 +392 New
TRCT
17
Tower Research Capital (TRC)
New York
$1K 100 -92 -48%
JMF
18
Johnson Midwest Financial
Iowa
$1K 90 -30 -25%
AWS
19
AJ Wealth Strategies
New York
-11,950 Closed
CIA
20
Capital Investment Advisors
Georgia
-10,296 Closed
FAG
21
Fortitude Advisory Group
Washington
-1,500 Closed
MCC
22
Money Concepts Capital
Florida
-341 Closed
CFGS
23
Concourse Financial Group Securities
Alabama