FMY
First Trust Mortgage Income Fund
11 hedge funds and large institutions have $31.1M invested in First Trust Mortgage Income Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
LPL Financial
San Diego,
California
|
$187K |
| 2 |
2
Jones Financial Companies
Des Peres,
Missouri
|
$66.2K |
| 3 |
SIA
3
Sit Investment Associates
Minneapolis,
Minnesota
|
$28.1M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SIA
1
Sit Investment Associates
Minneapolis,
Minnesota
| $28.1M | 2,252,324 | +1,204 | +0.1% |
|
|
1CP
2
1607 Capital Partners
Richmond,
Virginia
| $1.16M | 92,519 | -18,100 | -16% |
|
3
Morgan Stanley
New York
| $862K | 69,022 | -7,534 | -10% |
|
|
NCM
4
Narwhal Capital Management
Marietta,
Georgia
| $333K | 26,667 | -13,201 | -33% |
|
|
UPS
5
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $191K | 15,315 | +15,315 | New |
|
|
6
LPL Financial
San Diego,
California
| $187K | 14,988 | +14,988 | New |
|
|
CAM
7
Cresset Asset Management
Chicago,
Illinois
| $176K | 14,100 | – | – |
|
|
8
Jones Financial Companies
Des Peres,
Missouri
| $66.2K | 5,270 | +4,628 | +721% |
|
9
UBS Group
Zurich,
Switzerland
| $9.38K | 751 | -208 | -22% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $3.82K | 306 | -500 | -62% |
|
11
Wells Fargo
San Francisco,
California
| $12 | 1 | – | – |
|
12
Comerica Bank
Dallas,
Texas
| – | – | -3,827 | Closed |
|
13
Bank of America
Charlotte,
North Carolina
| – | – | -450 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|