FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY)

Q4 2024 13F Holders as of 12/31/2024

Type / Class
Equity / Common Stock
Shares outstanding
4.22M
Number of holders
11
Total 13F shares, excl. options
2.54M
Shares change
+23.2K
Total reported value, excl. options
$30.4M
Value change
+$272K
Number of buys
5
Number of sells
-4
Price
$11.99

Significant Holders of FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) as of Q4 2024

12 filings reported holding FMY - FIRST TRUST MORTGAGE INCOME FUND - Common Stock as of Q4 2024.
FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2.54M shares of 4.22M outstanding shares and own 60.17% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (2.25M shares), 1607 Capital Partners, LLC (92.4K shares), MORGAN STANLEY (73.3K shares), Noble Wealth Management PBC (38.4K shares), Narwhal Capital Management (25.5K shares), Transform Wealth, LLC (23.1K shares), UHLMANN PRICE SECURITIES, LLC (15.5K shares), Cresset Asset Management, LLC (14.1K shares), CWM, LLC (9.78K shares), and JONES FINANCIAL COMPANIES LLLP (7.65K shares).
This table shows the top 11 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.