Capital Investment Advisors, 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of FIRST TRUST MORTGAGE INCM FD
ValueSharesWeighting
Q1 2022$127,000
-13.6%
10,296
-4.6%
0.00%0.0%
Q4 2021$147,000
-4.5%
10,798
-3.4%
0.00%
-20.0%
Q3 2021$154,000
-9.9%
11,180
-9.9%
0.01%
-16.7%
Q2 2021$171,000
-10.5%
12,408
-12.9%
0.01%
-14.3%
Q1 2021$191,000
-16.2%
14,249
-13.1%
0.01%
-30.0%
Q4 2020$228,000
+0.9%
16,390
-1.6%
0.01%
-9.1%
Q3 2020$226,000
-5.4%
16,652
-4.0%
0.01%
-8.3%
Q2 2020$239,00017,3440.01%
Other shareholders
FIRST TRUST MORTGAGE INCM FD shareholders Q2 2022
NameSharesValueWeighting ↓
Thomas J. Herzfeld Advisors, Inc. 87,276$1,388,0000.88%
DOLIVER ADVISORS, LP 38,230$608,0000.36%
1607 Capital Partners, LLC 106,142$1,687,0000.22%
CORNERSTONE ADVISORS INC 34,806$552,0000.22%
SIT INVESTMENT ASSOCIATES INC 645,002$10,254,0000.21%
First Allied Advisory Services, Inc. 11,800$188,0000.02%
Commonwealth Equity Services, Inc 44,422$706,0000.01%
MSI Financial Services Inc 3,555$57,0000.01%
STIFEL NICOLAUS & CO INC \MO\ 36,775$584,653,0000.01%
RAYMOND JAMES & ASSOCIATES 19,509$310,0000.00%
View complete list of FIRST TRUST MORTGAGE INCM FD shareholders