Who Owns FMY?
FIRST TRUST MORTGAGE INCOME FUND — Institutional Ownership & 13F Holdings
$11.94
+0.04 (+0.34%)
Market Cap
$51.0M
Shares Outstanding
4,213,115
Institutional Holders
13
Total Inst. Value
$45.2M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
1
Closed Positions
1
Increased
4
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $27.5M | 2,253,246 |
| 2 | JONES FINANCIAL COMPANIES LLLP | $14.4M | 325,927 |
| 3 | 1607 Capital Partners, LLC | $1.1M | 90,952 |
| 4 | MORGAN STANLEY | $641K | 52,487 |
| 5 | Noble Wealth Management PBC | $498K | 40,776 |
| 6 | Transform Wealth, LLC | $282K | 23,100 |
| 7 | Global Assets Advisory, LLCNew | $271K | 22,500 |
| 8 | Narwhal Capital Management | $252K | 20,634 |
| 9 | Cresset Asset Management, LLC | $172K | 14,100 |
| 10 | OSAIC HOLDINGS, INC. | $53K | 4,330 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +105 | $27.5M |
| JONES FINANCIAL COMPANIES LLLP | +318K | $14.4M |
| Noble Wealth Management PBC | +2K | $498K |
| Global Assets Advisory, LLCNew | +23K | $271K |
| OSAIC HOLDINGS, INC. | +4K | $53K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -21K | $641K |
| Narwhal Capital Management | -5K | $252K |
| 1607 Capital Partners, LLC | -1K | $1.1M |
| WELLS FARGO & COMPANY/MN | -1 | $3 |
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Frequently Asked Questions
How many institutional investors hold FMY?
As of Q1 2025, 13 institutional investors report holding FMY (FIRST TRUST MORTGAGE INCOME FUND) in their 13F filings.
Which hedge fund owns the most FMY?
The largest institutional holder of FMY is SIT INVESTMENT ASSOCIATES INC with $27.5M in shares.
Are institutions buying or selling FMY?
This quarter, 1 institutions opened new positions in FMY and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.