First Trust Mortgage IncomeFMY
13F holders, Q1 2026 (March 31)16holders +4
4new positions
0sold out
$11.77avg. 13F price*
At the end of Q1 2026, 16 institutions reported holding First Trust Mortgage Income (FMY) in their 13F filings, up 4 from Q4 2025. 4 opened new positions and 0 sold out. The largest holders were Sit Investment Associates Inc. ($26.9M), 1607 Capital Partners, LLC ($725K) and Noble Wealth Management PBC ($658K).
- Company
- First Trust Mortgage Income
- CUSIP
- 33734E103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $437K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 48,164 shares bought and 30,475 shares sold, net +17,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Sit Investment Associates Inc. | 0.55% | Reduce -0.6% | 2,283,135 | $26.9M |
| 1607 Capital Partners, LLC | 0.05% | Reduce -13.3% | 61,582 | $725K |
| Noble Wealth Management PBC | 0.34% | Add +19.8% | 55,931 | $658K |
| Uhlmann Price Securities, LLC | 0.02% | Add +1.6% | 24,061 | $283K |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.5% | 16,755 | $194K |
| Morgan Stanley | 0.00% | Reduce -16.7% | 16,052 | $189K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,100 | $166K |
| Narwhal Capital Management | 0.01% | New | 13,354 | $157K |
| Logan Stone Capital, LLC | 0.04% | New | 11,983 | $141K |
| Susquehanna International Group, LLP | 0.00% | New | 11,386 | $134K |
| Cwm, LLC | 0.00% | Add +8.4% | 10,603 | $125K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.6% | 2,743 | $32K |
| UBS Group AG | 0.00% | Add +58100.0% | 582 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 400 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 300 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is FMY's weight in each manager's 13F, not the share of First Trust Mortgage Income the manager owns.