WHEATON, IL
FIRST TRUST MORTGAGE INCOME FUNDFMY— Latest position per institution from SEC 13F filings
15
Institutional holders
2.74M
Total shares held
5.46M
Estimated value
137.14K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
2.28M
Value
26.83K
Filed
Jun 30, 2026
AVIANCE CAPITAL PARTNERS, LLC
CIK 1542383
Shares
82.84K
Value
923.72K
Filed
Jun 30, 2023
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
61.58K
Value
724.20K
Filed
Jun 30, 2026
JONES FINANCIAL COMPANIES LLLP
CIK 815917
Shares
52.67K
Value
626.75K
Filed
Jun 30, 2026
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
47.99K
Value
564.40K
Filed
Jun 30, 2026
UHLMANN PRICE SECURITIES, LLC
CIK 1035344
Shares
29.48K
Value
346.71K
Filed
Jun 30, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
23.10K
Value
282.92K
Filed
Sep 30, 2025
TRANSFORM WEALTH, LLC
CIK 1682266
Shares
23.10K
Value
282.28K
Filed
Mar 31, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
19.30K
Value
235.04K
Filed
Mar 31, 2024
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
17.01K
Value
207.09K
Filed
Mar 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
14.99K
Value
187.20K
Filed
Sep 30, 2024
CRESSET ASSET MANAGEMENT, LLC
CIK 1761013
Shares
14.10K
Value
165.82K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
13.84K
Value
162.76K
Filed
Jun 30, 2026
NARWHAL CAPITAL MANAGEMENT
CIK 1461287
Shares
13.35K
Value
157.18K
Filed
Mar 31, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
11.98K
Value
141.04K
Filed
Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
11.41K
Value
134.16K
Filed
Jun 30, 2026
CWM, LLC
CIK 1535847
Shares
10.60K
Value
124.80K
Filed
Mar 31, 2026
GLOBAL ASSETS ADVISORY, LLC
CIK 1942932
Shares
7.50K
Value
91.74K
Filed
Jun 30, 2025
COMERICA BANK
CIK 901541
Shares
3.83K
Value
45.66K
Filed
Jun 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
2.55K
Value
31.07K
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 2.28M | 26.83K | Jun 30, 2026 |
| 2 | AVIANCE CAPITAL PARTNERS, LLC | 1542383 | 82.84K | 923.72K | Jun 30, 2023 |
| 3 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 61.58K | 724.20K | Jun 30, 2026 |
| 4 | JONES FINANCIAL COMPANIES LLLP | 815917 | 52.67K | 626.75K | Jun 30, 2026 |
| 5 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 47.99K | 564.40K | Jun 30, 2026 |
| 6 | UHLMANN PRICE SECURITIES, LLC | 1035344 | 29.48K | 346.71K | Jun 30, 2026 |
| 7 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 23.10K | 282.92K | Sep 30, 2025 |
| 8 | TRANSFORM WEALTH, LLC | 1682266 | 23.10K | 282.28K | Mar 31, 2025 |
| 9 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 19.30K | 235.04K | Mar 31, 2024 |
| 10 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 17.01K | 207.09K | Mar 31, 2024 |
| 11 | LPL FINANCIAL LLC | 1403438 | 14.99K | 187.20K | Sep 30, 2024 |
| 12 | CRESSET ASSET MANAGEMENT, LLC | 1761013 | 14.10K | 165.82K | Jun 30, 2026 |
| 13 | MORGAN STANLEY | 895421 | 13.84K | 162.76K | Jun 30, 2026 |
| 14 | NARWHAL CAPITAL MANAGEMENT | 1461287 | 13.35K | 157.18K | Mar 31, 2026 |
| 15 | LOGAN STONE CAPITAL, LLC | 1535521 | 11.98K | 141.04K | Mar 31, 2026 |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 11.41K | 134.16K | Jun 30, 2026 |
| 17 | CWM, LLC | 1535847 | 10.60K | 124.80K | Mar 31, 2026 |
| 18 | GLOBAL ASSETS ADVISORY, LLC | 1942932 | 7.50K | 91.74K | Jun 30, 2025 |
| 19 | COMERICA BANK | 901541 | 3.83K | 45.66K | Jun 30, 2024 |
| 20 | RAYMOND JAMES FINANCIAL INC | 720005 | 2.55K | 31.07K | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.