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First Trust Mortgage Income (FMY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Noble Wealth Management PBC
UNCHANGED
Shares47,993 from 47,993
Change0 (0%)
Value$533.9K (-$30.5K)
Filed 2026-10-01
Uhlmann Price Securities, LLC
DECREASED
Shares28,628 from 29,481
Change-853 (-3%)
Value$318.5K (-$28.2K)
Filed 2026-11-03
Narwhal Capital Management
NEW
Shares19,444
Change+19,444
Value$216.3K
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.3K (-$190)
Filed 2026-10-19
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
SIT Investment Associates Inc
N/A
Shares— from 2,281,594
Change-2,281,594 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 123,164
Change-123,164 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 52,668
Change-52,668 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,408
Change-11,408 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
UBS Group AG
N/A
Shares— from 713
Change-713 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Noble Wealth Management PBC
UNCHANGED47,99347,99300%$564.4K$533.9K-$30.5K2026-10-01
Uhlmann Price Securities, LLC
DECREASED28,62829,481-853-3%$346.7K$318.5K-$28.2K2026-11-03
Narwhal Capital Management
NEW19,444—+19,444——$216.3K—2026-11-04
Highline Wealth Partners LLC
UNCHANGED30030000%$3.5K$3.3K-$1902026-10-19
GHP Investment Advisors, Inc.
CLOSED0400-400-100%$4.7K$0-$4.7K2026-10-15
LifeSteps Financial, Inc.
CLOSED0175-175-100%$2.1K$0-$2.1K2026-10-15
SIT Investment Associates Inc
N/A—2,281,594-2,281,594-100%$26.8M———
1607 Capital Partners, LLC
N/A—123,164-123,164-100%$1.4M———
Jones Financial Companies Lllp
N/A—52,668-52,668-100%$626.7K———
Cresset Asset Management, LLC
N/A—14,100-14,100-100%$165.8K———
Morgan Stanley
N/A—13,840-13,840-100%$162.8K———
Susquehanna International Group, LLP
N/A—11,408-11,408-100%$134.2K———
Osaic Holdings, Inc.
N/A—900-900-100%$10.6K———
UBS Group AG
N/A—713-713-100%$8.4K———
Clear Street Group Inc.
N/A—32-32-100%$376———
Wells Fargo & Company
N/A—1-1-100%$10———
Showing 16 of 16 institutions