FMY

First Trust Mortgage Income Fund
FMY

16 hedge funds and large institutions have $29.7M invested in First Trust Mortgage Income Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

Holders
16
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
+$160K
2
+$144K
3
+$137K
4
NWMP
Noble Wealth Management PBC
Colorado
+$111K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.88K

Top Sellers

1
-$168K
2
-$113K
3
-$38.6K
4
Osaic Holdings
Osaic Holdings
Arizona
-$25.4K
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$21.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$26.9M
1CP
2
1607 Capital Partners
Virginia
$725K
NWMP
3
Noble Wealth Management PBC
Colorado
$658K
UPS
4
UHLMANN PRICE SECURITIES
Illinois
$283K
Jones Financial Companies
5
Jones Financial Companies
Missouri
$194K
Morgan Stanley
6
Morgan Stanley
New York
$189K
CAM
7
Cresset Asset Management
Illinois
$166K
NCM
8
Narwhal Capital Management
Georgia
$157K
LSC
9
Logan Stone Capital
Illinois
$141K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$134K
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$125K
Osaic Holdings
12
Osaic Holdings
Arizona
$32.3K
UBS Group
13
UBS Group
Switzerland
$6.85K
GIA
14
GHP Investment Advisors
Colorado
$4.71K
HWP
15
Highline Wealth Partners
California
$3.53K
Wells Fargo
16
Wells Fargo
California
$10