Purchases and Sales Made in Q3 2025 in First Trust Mortgage Income Fund (FMY)
This table provides information about the institutional ownership of First Trust Mortgage Income Fund (FMY) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST MORTGAGE INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.15K+ 29.43% |
$50.3K - $51.3K
|
18.3K
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$3.63K - $3.71K
|
300
$3.62K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
271+ 1.7% |
$3.28K - $3.35K
|
16.3K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135+ 2.88% |
$1.63K - $1.67K
|
4.83K
$58.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
124+ 12400.0% |
$1.5K - $1.53K
|
125
$1.51K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.03K- 7.27% |
$12.5K - $12.8K
|
13.2K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.27K- 0.14% |
$39.6K - $40.4K
|
2.27M
$27.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.1K- 38.59% |
$182K - $186K
|
24K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-17.6K- 19.01% |
$213K - $217K
|
75K
$904K
|
|