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First Trust Mortgage Income Fund (FMY)

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12.02
-0.13
(-1.10%)
At close: April 4 at 3:57:34 PM EDT

Major Holders

Breakdown
0.04% % of Shares Held by All Insider
120.97% % of Shares Held by Institutions
121.01% % of Float Held by Institutions
19 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
SIT Investment Associates Inc 2.25M Dec 31, 2024 53.48% 27,085,684
1607 Capital Partners, LLC 92.35k Dec 31, 2024 2.19% 1,110,191
Morgan Stanley 73.3k Dec 31, 2024 1.74% 881,113
Noble Wealth Management Pbc 38.38k Dec 31, 2024 0.91% 461,377
Narwhal Capital Management 25.46k Dec 31, 2024 0.60% 306,074
Transform Wealth, LLC 23.1k Dec 31, 2024 0.55% 277,692
Cresset Asset Management, LLC 14.1k Dec 31, 2024 0.33% 169,500
CWM, LLC 9.78k Dec 31, 2024 0.23% 117,568
Jones Financial Companies, L.L.L.P. 7.64k Dec 31, 2024 0.18% 91,902
Osaic Holdings Inc 306 Dec 31, 2024 0.01% 3,678

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
SIT MUTUAL FUNDS INC-Sit Balanced Fund 8.5k Dec 31, 2024 0.20% 102,181

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