FMY

First Trust Mortgage Income Fund
FMY

12 hedge funds and large institutions have $30.4M invested in First Trust Mortgage Income Fund in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
12
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
+$380K
2
+$212K
3
+$89.5K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.01K
5
Osaic Holdings
Osaic Holdings
Arizona
+$410

Top Sellers

1
-$283K
2
-$161K
3
-$56.6K
4
1CP
1607 Capital Partners
Virginia
-$48.7K
5
UBS Group
UBS Group
Switzerland
-$1.49K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.9M
1CP
2
1607 Capital Partners
Virginia
$863K
NWMP
3
Noble Wealth Management PBC
Colorado
$567K
UPS
4
UHLMANN PRICE SECURITIES
Illinois
$288K
Morgan Stanley
5
Morgan Stanley
New York
$234K
Jones Financial Companies
6
Jones Financial Companies
Missouri
$225K
CAM
7
Cresset Asset Management
Illinois
$172K
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$119K
Osaic Holdings
9
Osaic Holdings
Arizona
$59.1K
HWP
10
Highline Wealth Partners
California
$3.65K
UBS Group
11
UBS Group
Switzerland
$12
Wells Fargo
12
Wells Fargo
California
$11
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
–
NCM
14
Narwhal Capital Management
Georgia
–