Meristem Family Wealth, LLC - FIRST TRUST MORTGAGE INCM FD ownership

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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of FIRST TRUST MORTGAGE INCM FD
ValueSharesWeighting
Q1 2022$174,000
-9.4%
14,1000.0%0.02%
+18.8%
Q4 2021$192,000
-1.0%
14,1000.0%0.02%
-15.8%
Q3 2021$194,000
+2.6%
14,1000.0%0.02%
-50.0%
Q1 2021$189,000
-1.6%
14,1000.0%0.04%
-22.4%
Q3 2020$192,000
-1.0%
14,1000.0%0.05%
-7.5%
Q2 2020$194,000
+8.4%
14,1000.0%0.05%
-3.6%
Q1 2020$179,000
-9.6%
14,1000.0%0.06%
+12.2%
Q4 2019$198,000
+0.5%
14,1000.0%0.05%
-7.5%
Q3 2019$197,0000.0%14,1000.0%0.05%
-11.7%
Q2 2019$197,00014,1000.06%
Other shareholders
FIRST TRUST MORTGAGE INCM FD shareholders Q4 2020
NameSharesValueWeighting ↓
SIT INVESTMENT ASSOCIATES INC 1,633,297$22,722,0000.62%
1607 Capital Partners, LLC 436,476$6,072,0000.30%
Aviance Capital Partners, LLC 42,653$593,0000.12%
Kovack Advisors, Inc. 24,550$342,0000.05%
AJ WEALTH STRATEGIES, LLC 11,950$166,0000.01%
Kingsview Wealth Management, LLC 10,361$144,0000.01%
Capital Investment Advisors, LLC 16,390$228,0000.01%
Diversified, LLC 613$8,0000.01%
Cetera Advisor Networks LLC 11,331$158,0000.00%
Johnson Midwest Financial, LLC 150$2,0000.00%
View complete list of FIRST TRUST MORTGAGE INCM FD shareholders