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First Trust Mortgage Income (FMY)

CUSIP: 33734E103 | US | Financial Services · Asset Management | Micro Cap | 93 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASIT Investment Associates Inc2,320,35055.1%New 5%+ stakeSep 29, 20262,281,594 sh (Jun 30, 2026)
13G/ASIT Investment Associates Inc2,320,350
55.1% of class · Sep 29, 2026New 5%+ stake
2,281,594 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Noble Wealth Management PBC47,993
0.2% of portfolio›$533.9K
Uhlmann Price Securities, LLC28,628
0.0% of portfolio›$318.5K
Narwhal Capital Management19,444
0.0% of portfolio›$216.3K
Highline Wealth Partners LLC300
0.0% of portfolio›$3.3K
StyleTurnoverLocationFiled
Noble Wealth Management PBC
47,993$533.9K0.2%YieldMediumGreenwood Village, CO2026-10-01
Uhlmann Price Securities, LLC
28,628$318.5K0.0%Agg GrowthLowSkokie, IL2026-11-03
Narwhal Capital Management
19,444$216.3K0.0%CoreLowMarietta, GA2026-11-04
Highline Wealth Partners LLC
300$3.3K0.0%ETFMediumSherman Oaks, CA2026-10-19