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.
0.56% more ownership
Funds ownership: 55.13% → 55.69% (+0.56%)
5% less capital invested
Capital invested by funds: $28.7M → $27.3M (-$1.39M)
10% less funds holding
Funds holding: 20 → 18 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$662K |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$167K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$16.5K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.63K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$390 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
-$148K |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$127K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$45.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31K |
| 5 |
Morgan Stanley
New York
|
-$19.3K |
FMY Hedge Fund Activity: Q2 2022 in Review
18 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q2 2022, worth a combined $27.3M — down 4.9% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FMY and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 3 added.
The largest buyer was Sit Investment Associates, adding an estimated $662K. The largest seller was AJ Wealth Strategies, exiting entirely with an estimated $148K sold.
- 18 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q2 2022, down from 20 in Q1 2022.
- Funds reported $27.3M of First Trust Mortgage Income Fund stock for Q2 2022, down 4.9% quarter-over-quarter.
- 3 funds opened new First Trust Mortgage Income Fund positions in Q2 2022 and 4 closed out, a net change of -1 holder.
- The largest First Trust Mortgage Income Fund buyer in Q2 2022 was Sit Investment Associates, an estimated $662K added.
- The largest First Trust Mortgage Income Fund seller in Q2 2022 was AJ Wealth Strategies, an estimated $148K sold.
Based on aggregated 13F filings for Q2 2022.