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 | $2,233 | +123.3% | 200 | +100.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 100 | -47.9% | 0.00% | – |
| Q1 2022 | $2,000 | – | 192 | +4700.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 4 | -95.7% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 92 | +33.3% | 0.00% | – |
| Q2 2016 | $1,000 | -87.5% | 69 | -87.3% | 0.00% | -100.0% |
| Q1 2016 | $8,000 | – | 544 | +27100.0% | 0.00% | – |
| Q3 2015 | $0 | -100.0% | 2 | -98.0% | 0.00% | – |
| Q2 2015 | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – |
| Q2 2014 | $2,000 | -50.0% | 100 | -57.8% | 0.00% | – |
| Q3 2013 | $4,000 | -33.3% | 237 | -40.8% | 0.00% | – |
| Q2 2013 | $6,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 1,633,297 | $22,722,000 | 0.62% |
| 1607 Capital Partners, LLC | 436,476 | $6,072,000 | 0.30% |
| Aviance Capital Partners, LLC | 42,653 | $593,000 | 0.12% |
| Kovack Advisors, Inc. | 24,550 | $342,000 | 0.05% |
| AJ WEALTH STRATEGIES, LLC | 11,950 | $166,000 | 0.01% |
| Kingsview Wealth Management, LLC | 10,361 | $144,000 | 0.01% |
| Capital Investment Advisors, LLC | 16,390 | $228,000 | 0.01% |
| Diversified, LLC | 613 | $8,000 | 0.01% |
| Cetera Advisor Networks LLC | 11,331 | $158,000 | 0.00% |
| Johnson Midwest Financial, LLC | 150 | $2,000 | 0.00% |