FIRST TRUST MORTGAGE INCOME (FMY) Top Institutional Shareholders
FIRST TRUST MORTGAGE INCOME (FMY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.85M in FMY holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of FMY tracked by InsiderSet, reporting ownership valued at approximately $724,820 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $721,741.04, representing an estimated loss of -0.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed FMY value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Noble Wealth Management Pbc, Uhlmann Price Securities, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST MORTGAGE INCOME (FMY).
This page ranks the largest institutional FMY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$2.85M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$724,820
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 0.05% | 61,582 | $724,820 | $721,741 | -$3,079 | -0.42% | |
| Noble Wealth Management Pbc | 0.34% | 55,931 | $658,308 | $655,511 | -$2,797 | -0.42% | |
| Uhlmann Price Securities, Llc | 0.02% | 24,061 | $283,200 | $281,995 | -$1,205 | -0.43% | |
| Jones Financial Companies Lllp | 0.00% | 16,755 | $194,274 | $196,369 | +$2,095 | +1.08% | |
| Morgan Stanley | 0.00% | 16,052 | $188,947 | $188,129 | -$818 | -0.43% | |
| Cresset Asset Management, Llc | 0.00% | 14,100 | $165,957 | $165,252 | -$705 | -0.42% | |
| Narwhal Capital Management | 0.01% | 13,354 | $157,177 | $156,509 | -$668 | -0.43% | |
| Logan Stone Capital, Llc | 0.04% | 11,983 | $141,040 | $140,441 | -$599 | -0.42% | |
| Susquehanna International Group, Llp | 0.00% | 11,386 | $134,013 | $133,444 | -$569 | -0.42% | |
| Cwm, Llc | 0.00% | 10,603 | $124,797 | $124,267 | -$530 | -0.42% | |
| Osaic Holdings, Inc. | 0.00% | 2,743 | $32,285 | $32,148 | -$137 | -0.42% | |
| Sit Investment Associates Inc | 0.55% | 2,283,135 | $26,872 | $26,758,342 | +$26,731,470 | +99477.04% | |
| Ubs Group Ag | 0.00% | 582 | $6,850 | $6,821 | -$29 | -0.42% | |
| Ghp Investment Advisors, Inc. | 0.00% | 400 | $4,708 | $4,688 | -$20 | -0.42% | |
| Highline Wealth Partners Llc | 0.00% | 300 | $3,531 | $3,516 | -$15 | -0.42% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $10 | $12 | +$2 | +17.20% |
Frequently asked questions about FMY
Who owns the most FMY stock?
The largest holders of FMY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MORTGAGE INCOME (FMY).
Is FMY widely held by superinvestors?
Many widely followed stocks like FMY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FMY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.