Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
4,212,842
-
Number of holders
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18
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Total 13F shares, excl. options
-
2,328,611
-
Shares change
-
-8,231
-
Total reported value, excl. options
-
$31,261,000
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Value change
-
-$129,819
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Number of buys
-
7
-
Number of sells
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-11
-
Price
-
$13.41
Significant Holders of FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) as of Q1 2021
22 filings reported holding FMY - FIRST TRUST MORTGAGE INCOME FUND - Common Stock as of Q1 2021.
FIRST TRUST MORTGAGE INCOME FUND - Common Stock (FMY) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,328,611 shares
of 4,212,842 outstanding shares and own 55.27% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (1,680,061 shares), 1607 Capital Partners, LLC (412,076 shares), Aviance Capital Partners, LLC (54,208 shares), WELLS FARGO & COMPANY/MN (32,593 shares), Raymond James Financial Services Advisors, Inc. (29,740 shares), IHT Wealth Management, LLC (16,560 shares), LPL Financial LLC (15,030 shares), RAYMOND JAMES & ASSOCIATES (14,468 shares), Capital Investment Advisors, LLC (14,249 shares), and Meristem Family Wealth, LLC (14,100 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.