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FMY
First Trust Mortgage Income Fund
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.
New
Increased
Maintained
Reduced
Closed
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
8% more funds holding
Funds holding: 13 → 14 (+1)
2% less capital invested
Capital invested by funds: $31.3M → $30.6M (-$722K)
1.36% less ownership
Funds ownership: 60.85% → 59.49% (-1.4%)
Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$180K |
| 2 |
Morgan Stanley
New York
|
-$162K |
| 3 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
-$77.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIA
1
Sit Investment Associates
Minneapolis,
Minnesota
| $27.7M | +$188K | +15,619 | +0.7% |
|
|
1CP
2
1607 Capital Partners
Richmond,
Virginia
| $1.13M | +$20.3K | +1,685 | +2% |
|
|
3
Morgan Stanley
New York
| $476K | -$162K | -13,454 | -26% |
|
4
Kovitz Investment Group Partners
Chicago,
Illinois
| $282K | +$278K | +23,100 | New |
|
|
UPS
5
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $195K | +$2.44K | +203 | +1% |
|
|
NCM
6
Narwhal Capital Management
Marietta,
Georgia
| $173K | -$77.3K | -6,431 | -31% |
|
|
CAM
7
Cresset Asset Management
Chicago,
Illinois
| $172K | – | – | – |
|
8
Jones Financial Companies
Des Peres,
Missouri
| $171K | – | – | – |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $119K | – | – | – |
|
|
GAA
10
Global Assets Advisory
Orlando,
Florida
| $91.7K | -$180K | -15,000 | -67% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $57.2K | +$4.35K | +362 | +8% |
|
12
Raymond James Financial
St Petersburg,
Florida
| $31.1K | +$30.6K | +2,547 | New |
|
13
UBS Group
Zurich,
Switzerland
| $12 | – | – | – |
|
14
Wells Fargo
San Francisco,
California
| $8 | +$12 | +1 | New |
|