First Trust Mortgage Income Fund
14 hedge funds and large institutions have $30.5M invested in First Trust Mortgage Income Fund in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0% less capital invested
Capital invested by funds: $30.6M → $30.5M (-$38K)
0.31% less ownership
Funds ownership: 59.49% → 59.19% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$50.8K |
| 2 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
+$3.67K |
| 3 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
+$3.32K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.65K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$216K |
| 2 |
Morgan Stanley
New York
|
-$184K |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$91.7K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$40K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$31.1K |
FMY Hedge Fund Activity: Q3 2025 in Review
14 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q3 2025, worth a combined $30.5M — down 0.12% from $30.6M a quarter earlier.
Fund positioning in FMY was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $50.8K. The largest seller was 1607 Capital Partners, cutting an estimated $216K.
- 14 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $30.5M of First Trust Mortgage Income Fund stock for Q3 2025, down 0.12% quarter-over-quarter.
- 2 funds opened new First Trust Mortgage Income Fund positions in Q3 2025 and 2 closed out, a net change of 0 holders.
- The largest First Trust Mortgage Income Fund buyer in Q3 2025 was Jones Financial Companies, an estimated $50.8K added.
- The largest First Trust Mortgage Income Fund seller in Q3 2025 was 1607 Capital Partners, an estimated $216K sold.
Based on aggregated 13F filings for Q3 2025.