Q2 2025 13F Holders as of 6/30/2025
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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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14
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Total 13F shares, excl. options
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2.51M
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Shares change
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+8.63K
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Total reported value, excl. options
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$30.6M
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Value change
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+$105K
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Number of buys
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7
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Number of sells
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-3
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Price
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$12.20
Significant Holders of FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) as of Q2 2025
14 filings reported holding FMY - FIRST TRUST MORTGAGE INCOME FUND - Common Stock as of Q2 2025.
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 2.51M shares
of 4.22M outstanding shares and own 59.43% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (2.27M shares), 1607 Capital Partners, LLC (92.6K shares), MORGAN STANLEY (39K shares), Kovitz Investment Group Partners, LLC (23.1K shares), UHLMANN PRICE SECURITIES, LLC (16K shares), Narwhal Capital Management (14.2K shares), JONES FINANCIAL COMPANIES LLLP (14.1K shares), Cresset Asset Management, LLC (14.1K shares), CWM, LLC (9.78K shares), and Global Assets Advisory, LLC (7.5K 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.