First Trust Mortgage Income Fund
13 hedge funds and large institutions have $31.3M invested in First Trust Mortgage Income Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
2% more capital invested
Capital invested by funds: $30.7M → $31.3M (+$646K)
0.11% more ownership
Funds ownership: 60.74% → 60.85% (+0.11%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$271K |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$77.8K |
| 3 |
NWMP
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
+$28.8K |
| 4 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
+$3.49K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$250K |
| 2 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
-$58.1K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$16.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIA
1
Sit Investment Associates
Minneapolis,
Minnesota
| $27.5M | +$1.26K | +105 | +0% |
|
|
1CP
2
1607 Capital Partners
Richmond,
Virginia
| $1.11M | -$16.8K | -1,400 | -2% |
|
|
3
Morgan Stanley
New York
| $641K | -$250K | -20,809 | -28% |
|
|
NWMP
4
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $498K | +$28.8K | +2,396 | +6% |
|
|
TW
5
Transform Wealth
Greenwood Village,
Colorado
| $282K | – | – | – |
|
|
GAA
6
Global Assets Advisory
Orlando,
Florida
| $271K | +$271K | +22,500 | New |
|
|
NCM
7
Narwhal Capital Management
Marietta,
Georgia
| $252K | -$58.1K | -4,827 | -19% |
|
|
UPS
8
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $193K | +$3.49K | +290 | +2% |
|
|
CAM
9
Cresset Asset Management
Chicago,
Illinois
| $172K | – | – | – |
|
|
10
Jones Financial Companies
Des Peres,
Missouri
| $171K | +$77.8K | +6,468 | +85% |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $120K | – | – | – |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $52.9K | +$710 | +59 | +1% |
|
13
UBS Group
Zurich,
Switzerland
| $12 | – | – | – |
|
|
14
Wells Fargo
San Francisco,
California
| $3 | -$12 | -1 | Closed |
|
FMY Hedge Fund Activity: Q1 2025 in Review
13 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q1 2025, worth a combined $31.3M — up 2.1% from $30.7M a quarter earlier.
Fund positioning in FMY was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Global Assets Advisory, opening a new position worth an estimated $271K. The largest seller was Morgan Stanley, cutting an estimated $250K.
- 13 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $31.3M of First Trust Mortgage Income Fund stock for Q1 2025, up 2.1% quarter-over-quarter.
- 1 fund opened new First Trust Mortgage Income Fund positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest First Trust Mortgage Income Fund buyer in Q1 2025 was Global Assets Advisory, an estimated $271K added.
- The largest First Trust Mortgage Income Fund seller in Q1 2025 was Morgan Stanley, an estimated $250K sold.
Based on aggregated 13F filings for Q1 2025.