FMY

First Trust Mortgage Income Fund

18 hedge funds and large institutions have $27.3M invested in First Trust Mortgage Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$21.3M 1,886,366 +106,487 +6%
1CP
2
1607 Capital Partners
Virginia
$3.84M 340,876 -5,800 -2%
ACP
3
Aviance Capital Partners
Florida
$975K 86,512 -1,634 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$264K 23,385
LPL Financial
5
LPL Financial
California
$210K 18,634 +83 +0.4%
Wells Fargo
6
Wells Fargo
California
$172K 15,269 -3,623 -19%
CAM
7
Cresset Asset Management
Illinois
$159K 14,100
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$117K 10,421 +10,421 New
Osaic Holdings
9
Osaic Holdings
Arizona
$99K 8,766 +500 +6%
Morgan Stanley
10
Morgan Stanley
New York
$81K 7,227 +409 +6%
Bank of America
11
Bank of America
North Carolina
$56K 4,965 -5,535 -53%
UBS Group
12
UBS Group
Switzerland
$26K 2,323 +837 +56%
S
13
Surevest
California
$19K 1,713
HI
14
Harbour Investments
Wisconsin
$13K 1,075
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$4K 392
MCC
16
Money Concepts Capital
Florida
$4K 351 +351 New
JMF
17
Johnson Midwest Financial
Iowa
$1 90
RJA
18
Raymond James & Associates
Florida
-13,876 Closed
CAN
19
Cetera Advisor Networks
California
-10,401 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-100 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$0 9 +9 New