First Trust Mortgage Income Fund

NYSE:FMY Stock Report

Market Cap: US$49.8m

First Trust Mortgage Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:FMY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
22 Feb 24BuyUS$2,150,568Sit Investment Associates, IncCompany186,036US$11.95
07 Aug 23BuyUS$0Sit Investment Associates, IncCompany98,400US$11.31
05 Jul 23SellUS$94,607Sit Investment Associates, IncCompany8,432US$11.22

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FMY?
Owner TypeNumber of SharesOwnership Percentage
Private Companies00%
Individual Insiders553,6999.32%
Institutions5,385,12990.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 23 shareholders own 140.96% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
54%
Sit Investment Associates, Inc
2,274,727US$26.9m8.91%0.62%
28.1%
Northern Trust Global Investments
1,181,668US$14.0m-5.98%no data
14%
COR Clearing LLC, Asset Management Arm
588,189US$6.9m0%94.82%
13.1%
Edward Jones
552,221US$6.5m0%no data
8.09%
Charles Schwab Investment Management, Inc.
341,039US$4.0m26.1%no data
7.48%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
315,131US$3.7m955,000%no data
7.39%
1607 Capital Partners, LLC
311,226US$3.7m-2.11%0.11%
6.17%
National Financial Services LLC, Asset Management Arm
259,880US$3.1m0%0.1%
1.13%
Narwhal Capital Managment, LLC
47,407US$559.9k-3.16%0.06%
0.46%
Raymond James Financial Services Advisors, Inc.
19,305US$228.0k-15.9%no data
0.34%
LPL Financial Corporation, Asset Management Arm
14,492US$171.1k-2.29%no data
0.33%
Cresset Asset Management, LLC
14,100US$166.5k0%no data
0.25%
Securities America Advisors, Inc.
10,726US$126.7k0%no data
0.12%
Morgan Stanley, Investment Banking and Brokerage Investments
5,029US$59.4k1.45%no data
0.021%
Steward Partners Investment Advisory, LLC
903US$10.7k0%no data
0.018%
Thomas Kadlec
755US$8.9k0%no data
0.017%
Niel Nielson
723US$8.5k0%no data
0.011%
Merrill Lynch & Co. Inc., Banking Investments
450US$5.3k0%no data
0.0094%
Security Investors, LLC
396US$4.7k-46%no data
0.0071%
Osaic Wealth, Inc. , Asset Management Arm
300US$3.5k0%no data
0.0021%
Johnson Midwest Financial, LLC
90US$1.1k0%no data
0.0017%
Clear Street Llc, Asset Management Arm
70US$826.00%no data
0.00002%
UBS Asset Management AG
1US$10.0-99.1%no data
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