FMY
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.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
$641K |
| 2 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
$252K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
$1.11M |
| 4 |
Wells Fargo
San Francisco,
California
|
$3 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SIA
1
Sit Investment Associates
Minneapolis,
Minnesota
| $27.5M | +$1.28K | +105 | +0% |
|
|
1CP
2
1607 Capital Partners
Richmond,
Virginia
| $1.11M | -$17.1K | -1,400 | -2% |
|
|
3
Morgan Stanley
New York
| $641K | -$254K | -20,809 | -28% |
|
|
NWMP
4
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $498K | +$29.3K | +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 | -$59K | -4,827 | -19% |
|
|
UPS
8
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $193K | +$3.54K | +290 | +2% |
|
|
CAM
9
Cresset Asset Management
Chicago,
Illinois
| $172K | – | – | – |
|
10
Jones Financial Companies
Des Peres,
Missouri
| $171K | +$78.5K | +6,468 | +85% |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $120K | – | – | – |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $52.9K | +$721 | +59 | +1% |
|
13
UBS Group
Zurich,
Switzerland
| $12 | – | – | – |
|
|
14
Wells Fargo
San Francisco,
California
| $3 | -$6 | -1 | Closed |
|