Steward Partners Investment Advisory, 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TRUST MORTGAGE INCM FD
ValueSharesWeighting
Q3 2023$10,082
-22.8%
903
-22.9%
0.00%
Q2 2023$13,057
-1.8%
1,1710.0%0.00%
Q1 2023$13,2911,1710.00%
Other shareholders
FIRST TRUST MORTGAGE INCM FD shareholders Q3 2023
NameSharesValueWeighting ↓
SIT INVESTMENT ASSOCIATES INC 1,779,879$20,736,0000.63%
1607 Capital Partners, LLC 346,676$4,039,0000.28%
Aviance Capital Partners, LLC 88,146$1,027,0000.23%
Surevest, LLC 1,713$20,0000.01%
Cetera Advisor Networks LLC 10,401$121,0000.00%
Cresset Asset Management, LLC 14,100$164,0000.00%
Raymond James Financial Services Advisors, Inc. 23,385$272,0000.00%
Johnson Midwest Financial, LLC 90$1,0000.00%
HARBOUR INVESTMENTS, INC. 1,075$13,0000.00%
Tower Research Capital LLC (TRC) 100$1,0000.00%
View complete list of FIRST TRUST MORTGAGE INCM FD shareholders