Global Retirement Partners, LLC - FIRST TRUST MORTGAGE INCM FD ownership

FIRST TRUST MORTGAGE INCM FD's ticker is FMY and the CUSIP is 33734E103. A total of 16 filers reported holding FIRST TRUST MORTGAGE INCM FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of FIRST TRUST MORTGAGE INCM FD
ValueSharesWeighting
Q3 2023$2,806
-0.2%
256
+1.6%
0.00%
Q2 2023$2,812
+0.8%
252
+0.8%
0.00%
Q1 2023$2,790
+1.6%
250
+2.0%
0.00%
Q4 2022$2,7472450.00%
Other shareholders
FIRST TRUST MORTGAGE INCM FD shareholders Q1 2023
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