FIRST TRUST MORTGAGE INCM FD's ticker is FMY and the CUSIP is 33734E103. A total of 22 filers reported holding FIRST TRUST MORTGAGE INCM FD in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $420,000 | -20.9% | 28,308 | -20.8% | 0.09% | -17.9% |
| Q4 2014 | $531,000 | -14.8% | 35,763 | -13.3% | 0.11% | -13.1% |
| Q3 2014 | $623,000 | -11.1% | 41,271 | -6.6% | 0.12% | -12.2% |
| Q2 2014 | $701,000 | -13.2% | 44,172 | -14.0% | 0.14% | -26.8% |
| Q1 2014 | $808,000 | -0.9% | 51,345 | -1.9% | 0.19% | -5.0% |
| Q4 2013 | $815,000 | -7.2% | 52,347 | -8.2% | 0.20% | -30.1% |
| Q3 2013 | $878,000 | +59.1% | 57,047 | +63.9% | 0.29% | +32.4% |
| Q2 2013 | $552,000 | – | 34,806 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 1,716,845 | $24,053,000 | 0.68% |
| Castle Rock Wealth Management, LLC | 39,955 | $561,000 | 0.50% |
| 1607 Capital Partners, LLC | 571,025 | $8,000,000 | 0.42% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 40,498 | $2,448,000 | 0.10% |
| Kovack Advisors, Inc. | 25,000 | $350,000 | 0.06% |
| Meristem Family Wealth, LLC | 14,100 | $198,000 | 0.05% |
| Clear Harbor Asset Management, LLC | 4,329 | $60,649,000 | 0.01% |
| Cetera Advisor Networks LLC | 11,263 | $158,000 | 0.00% |
| ROYAL BANK OF CANADA | 2,305 | $32,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 761 | $11,000 | 0.00% |