FMY

First Trust Mortgage Income Fund
FMY

14 hedge funds and large institutions have $30.6M invested in First Trust Mortgage Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

Holders
14
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$282K
2
+$191K
3
+$31.1K
4
1CP
1607 Capital Partners
Virginia
+$20.6K
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.42K

Top Sellers

1
-$183K
2
-$164K
3
-$78.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.7M
1CP
2
1607 Capital Partners
Virginia
$1.13M
Morgan Stanley
3
Morgan Stanley
New York
$476K
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$282K
UPS
5
UHLMANN PRICE SECURITIES
Illinois
$195K
NCM
6
Narwhal Capital Management
Georgia
$173K
CAM
7
Cresset Asset Management
Illinois
$172K
Jones Financial Companies
8
Jones Financial Companies
Missouri
$171K
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$119K
GAA
10
Global Assets Advisory
Florida
$91.7K
Osaic Holdings
11
Osaic Holdings
Arizona
$57.2K
Raymond James Financial
12
Raymond James Financial
Florida
$31.1K
UBS Group
13
UBS Group
Switzerland
$12
Wells Fargo
14
Wells Fargo
California
$8