Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / Common Stock
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Shares outstanding
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4,212,842
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Number of holders
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1
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Total 13F shares, excl. options
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70
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Shares change
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+70
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Total reported value, excl. options
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$848
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Value change
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+$848
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Number of buys
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1
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Price
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$12.11
Significant Holders of FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) as of Q4 2023
1 filings reported holding FMY - FIRST TRUST MORTGAGE INCOME FUND - Common Stock as of Q4 2023.
FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70 shares
of 4,212,842 outstanding shares and own 0% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (2,088,691 shares), 1607 Capital Partners, LLC (311,226 shares), Narwhal Capital Management (48,953 shares), Raymond James Financial Services Advisors, Inc. (22,967 shares), LPL Financial LLC (14,492 shares), Cresset Asset Management, LLC (14,100 shares), Transform Wealth, LLC (11,600 shares), OSAIC HOLDINGS, INC. (11,026 shares), MORGAN STANLEY (5,029 shares), and Steward Partners Investment Advisory, LLC (903 shares).
This table shows the top 1 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.