FMY

First Trust Mortgage Income

Latest period2024 - Q3Total superinvestors11

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 11 superinvestors own shares of First Trust Mortgage Income (FMY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Mortgage Income (FMY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Mortgage Income (FMY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Mortgage Income (FMY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Paul E. Rasmussen@Sit Investment Associates Inc
Recent Activity
Increased 0.06%
0.63%
$28.132M
2.252M shares@ 12.5 avg price
Kevin Rutherford@1607 Capital Partners, Llc
Recent Activity
Decreased -16.36%
0.11%
$1.156M
92,519 shares@ 12.49 avg price
Debora L. Burrowes@Morgan Stanley
Recent Activity
Decreased -9.84%
0.01%
$862,087
69,022 shares@ 12.5 avg price
Jonathan Hicks@Narwhal Capital Management
Recent Activity
Decreased -33.11%
0.03%
$333,071
26,667 shares@ 12.5 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
New Position
0.01%
$187,196
14,988 shares@ 12.49 avg price
Amy Hong@Cresset Asset Management, Llc
Recent Activity
0.01%
$176,109
14,100 shares@ 12.49 avg price
Aaron Albritton@Jones Financial Companies Lllp
Recent Activity
Increased 720.88%
0.01%
$66,249
5,270 shares@ 12.58 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -21.68%
0.01%
$9,380
751 shares@ 12.5 avg price
Iryna Northrip@Osaic Holdings, Inc.
Recent Activity
Decreased -62.03%
0.01%
$3,821
306 shares@ 12.49 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
0.01%
$12
1 shares@ 12.0 avg price