First Trust Mortgage Income Fund FMY
We take great care to ensure that the data presented and summarized in this overview for FIRST TRUST MORTGAGE INCOME FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FMY
View all-
Sit Investment Associates Inc Minneapolis, MN2.27MShares$27.3 Million0.56% of portfolio
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1607 Capital Partners, LLC Richmond, VA75KShares$904,0750.07% of portfolio
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Noble Wealth Management Pbc Greenwood Village, CO40.8KShares$491,3500.44% of portfolio
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Morgan Stanley New York, NY24KShares$288,8260.0% of portfolio
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Kovitz Investment Group Partners, LLC23.1KShares$278,3550.0% of portfolio
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Transform Wealth, LLC23.1KShares$278,3550.02% of portfolio
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Jones Financial Companies Lllp18.3KShares$220,1170.0% of portfolio
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Uhlmann Price Securities, LLC Skokie, IL16.3KShares$195,8240.12% of portfolio
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Cresset Asset Management, LLC Chicago, IL14.1KShares$169,9050.0% of portfolio
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Narwhal Capital Management13.2KShares$158,6980.01% of portfolio
Latest Institutional Activity in FMY
Top Purchases
Top Sells
About FMY
First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc. The fund invests in fixed income markets. It seeks to invest in fixed income securities including mortgage-backed securities, consisting of pass-through certificates, collateralized mortgage obligations, residential mortgage-backed securities, and commercial mortgage-backed securities. The fund was formerly known as the First Trust/FIDAC Mortgage Income Fund. First Trust Mortgage Income Fund was formed on May 25, 2005 and is domiciled in United States.
Insider Transactions at FMY
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Oct 31
2025
|
Thomas R Kadlec Director |
BUY
Open market or private purchase
|
Direct |
503
+23.74%
|
$6,036
$12.04 P/Share
|
|
Oct 10
2025
|
Thomas R Kadlec Director |
BUY
Open market or private purchase
|
Direct |
242
+17.86%
|
$2,904
$12.2 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 745 shares |
|---|