FIRST TRUST MORTGAGE INCM FD's ticker is FMY and the CUSIP is 33734E103. A total of 19 filers reported holding FIRST TRUST MORTGAGE INCM FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,864 | +10.4% | 14,050 | +10.8% | 0.00% | – |
| Q4 2022 | $142,132 | +21.5% | 12,679 | +21.7% | 0.00% | – |
| Q3 2022 | $117,000 | -51.9% | 10,421 | -43.5% | 0.00% | – |
| Q4 2018 | $243,000 | +32.1% | 18,458 | +35.2% | 0.00% | – |
| Q2 2018 | $184,000 | -32.4% | 13,657 | -27.0% | 0.00% | – |
| Q4 2015 | $272,000 | – | 18,709 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 2,082,027 | $23,245 | 0.64% |
| 1607 Capital Partners, LLC | 317,926 | $3,549,548 | 0.27% |
| Narwhal Capital Management | 30,873 | $344,688 | 0.04% |
| Transform Wealth, LLC | 11,600 | $129,511 | 0.01% |
| Johnson Midwest Financial, LLC | 90 | $1,005 | 0.00% |
| Cresset Asset Management, LLC | 14,100 | $157,422 | 0.00% |
| Steward Partners Investment Advisory, LLC | 903 | $10,082 | 0.00% |
| Global Retirement Partners, LLC | 256 | $2,806 | 0.00% |
| Tower Research Capital LLC (TRC) | 200 | $2,233 | 0.00% |
| JPMORGAN CHASE & CO | 33 | $368 | 0.00% |