Q1 2025 13F Holders as of 3/31/2025
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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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13
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Total 13F shares, excl. options
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2.56M
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Shares change
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+4.78K
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Total reported value, excl. options
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$31.3M
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Value change
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+$53.6K
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Number of buys
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6
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Number of sells
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-3
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Price
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$12.22
Significant Holders of FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) as of Q1 2025
13 filings reported holding FMY - FIRST TRUST MORTGAGE INCOME FUND - Common Stock as of Q1 2025.
FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.56M shares
of 4.22M outstanding shares and own 60.74% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (2.25M shares), 1607 Capital Partners, LLC (91K shares), MORGAN STANLEY (52.5K shares), Noble Wealth Management PBC (40.8K shares), Transform Wealth, LLC (23.1K shares), Global Assets Advisory, LLC (22.5K shares), Narwhal Capital Management (20.6K shares), UHLMANN PRICE SECURITIES, LLC (15.8K shares), JONES FINANCIAL COMPANIES LLLP (14.1K shares), and Cresset Asset Management, LLC (14.1K shares).
This table shows the top 13 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.