FMY FIRST TRUST MORTGAGE INCOME FUND: institutional ownership and insider trading
15 funds reported holding $30.0M of FIRST TRUST MORTGAGE INCOME FUND in their latest 13F filings; in Q2 2026 funds net bought $33.2K, with 2 new positions and 2 funds selling out; over the last 12 months insiders bought $6.06K and sold $0 on the open market.
Largest institutional holders of FMY
- SIT INVESTMENT ASSOCIATES INC — $26.8M
- 1607 Capital Partners, LLC — $724K
- JONES FINANCIAL COMPANIES LLLP — $627K
- Noble Wealth Management PBC — $534K
- UHLMANN PRICE SECURITIES, LLC — $347K
- Transform Wealth, LLC — $282K
- Cresset Asset Management, LLC — $166K
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $163K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $134K
- CWM, LLC — $125K
Recent FMY insider trades
- Oct 31, 2025: Kadlec Thomas R bought 503 shares ($6.06K)
- Oct 10, 2025: Kadlec Thomas R bought 242 shares ($2.95K)
5%+ owners
- SIT INVESTMENT ASSOCIATES INC: 55.1% (Schedule 13G/A, filed Oct 1, 2026)
Who owns the most FMY stock?
The largest institutional holders of FIRST TRUST MORTGAGE INCOME FUND in the latest 13F filings are SIT INVESTMENT ASSOCIATES INC ($26.8M), 1607 Capital Partners, LLC ($724K), JONES FINANCIAL COMPANIES LLLP ($627K).
Are insiders buying or selling FMY?
Over the last 12 months insiders bought $6.06K and sold $0 of FIRST TRUST MORTGAGE INCOME FUND stock on the open market (SEC Form 4).