First Trust Mortgage Income Fund
15 hedge funds and large institutions have $29.6M invested in First Trust Mortgage Income Fund in 2026 Q2 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 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
0.18% less ownership
Funds ownership: 59.88% → 59.7% (-0.18%)
0% less capital invested
Capital invested by funds: $29.7M → $29.6M (-$105K)
6% less funds holding
Funds holding: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$423K |
| 2 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
+$63.8K |
| 3 |
LF
LifeSteps Financial
Claremont,
California
|
+$2.06K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.54K |
| 5 |
CS
Clear Street
New York
|
+$377 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
-$157K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$141K |
| 3 |
NWMP
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
-$93.5K |
| 4 |
Morgan Stanley
New York
|
-$26.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.7K |
FMY Hedge Fund Activity: Q2 2026 in Review
15 of the 8,303 institutional investors tracked by Wall St. Rank reported a position in First Trust Mortgage Income Fund (FMY) for Q2 2026, worth a combined $29.6M — down 0.36% from $29.7M a quarter earlier.
Fund positioning in FMY was balanced in Q2 2026: 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 $423K. The largest seller was Narwhal Capital Management, exiting entirely with an estimated $157K sold.
- 15 institutional investors held First Trust Mortgage Income Fund (FMY) as of Q2 2026, down from 16 in Q1 2026.
- Funds reported $29.6M of First Trust Mortgage Income Fund stock for Q2 2026, down 0.36% quarter-over-quarter.
- 2 funds opened new First Trust Mortgage Income Fund positions in Q2 2026 and 2 closed out, a net change of 0 holders.
- The largest First Trust Mortgage Income Fund buyer in Q2 2026 was Jones Financial Companies, an estimated $423K added.
- The largest First Trust Mortgage Income Fund seller in Q2 2026 was Narwhal Capital Management, an estimated $157K sold.
Based on aggregated 13F filings for Q2 2026.