Q1 2018 13F Holders as of 3/31/2018
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Type / Class
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Equity / Common Stock
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Shares outstanding
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4.22M
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Number of holders
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14
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Total 13F shares, excl. options
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2.45M
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Shares change
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+29.8K
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Total reported value, excl. options
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$34.2M
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Value change
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+$409K
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Number of buys
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8
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Number of sells
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-5
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Price
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$13.95
Significant Holders of FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) as of Q1 2018
16 filings reported holding FMY - FIRST TRUST MORTGAGE INCOME FUND - Common Stock as of Q1 2018.
FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.45M shares
of 4.22M outstanding shares and own 58.13% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (1.7M shares), 1607 Capital Partners, LLC (528K shares), WELLS FARGO & COMPANY/MN (110K shares), MORGAN STANLEY (59K shares), RAYMOND JAMES & ASSOCIATES (13.2K shares), FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (11.2K shares), LPL Financial LLC (10.7K shares), UBS Group AG (8.02K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (2.95K shares), and Advisor Group, Inc. (2.03K shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.