FMY

First Trust Mortgage Income
UnclassifiedUSCUSIP 33734E103◍ Confluence graph
Tracked 13F Holders
12
+3 QoQ
13F Value (tracked)
$2.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
2
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 1 trimming
Insider net (180d)$0
Price-derived chart withheld or not yet available for FMY.
Build

Use FMY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns FMY

This stock page is the Follow view. The Build view lets your agent query FMY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FMY"
Ask your agent
Use Arkolith to show who owns FMY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

12 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
11607 Capital Partners, LLC
$725K
62K
−13%
Reduced · −9K sh
Q1 2026
2Noble Wealth Management PBC
$564K
48K
−14%
Reduced · −8K sh
Q2 2026
3JONES FINANCIAL COMPANIES LLLP
$194K
17K
−9.5%
Reduced · −2K sh
Q1 2026
4MORGAN STANLEY
$189K
16K
−17%
Reduced · −3K sh
Q1 2026
5Cresset Asset Management, LLC
$166K
14K
Held
Q1 2026
6Logan Stone Capital, LLC
$141K
12K
New
+12K sh
Q1 2026
7SUSQUEHANNA INTERNATIONAL GROUP, LLP
$134K
11K
New
+11K sh
Q1 2026
8CWM, LLC
$125K
11K
+8.4%
Added · +823 sh
Q1 2026
9OSAIC HOLDINGS, INC.
$32K
3K
−44%
Reduced · −2K sh
Q1 2026
10UBS Group AG
$7K
582
582×
Added · +581 sh
Q1 2026
11GHP Investment Advisors, Inc.
$5K
400
New
+400 sh
Q1 2026
12WELLS FARGO & COMPANY/MN
$10
1
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
0
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Oct 31, 2025KADLEC THOMAS RDirectorBuy (P)503$6K
Oct 10, 2025KADLEC THOMAS RDirectorBuy (P)242$3K

Institutional ownership over time

12 funds+4 since Q1 2024
0612Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $2.4M

Funds that own FMY also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$99.4B
ISHARES MBS ETFMBB20 funds$12.6B
ISHARES MSCI EAFE ETFEFA20 funds$10.9B
SS INDUSTRIAL SELECT SECTORXLI20 funds$7.2B
SS CONSUMER DISC SELECT SECTXLY20 funds$6.5B
ISHARES 7-10 YEAR TREASURY BIEF20 funds$6.0B
ISHARES MSCI EMERGING MARKETEEM20 funds$5.8B
ISHR IBX USD INVGD CB ETF-UILQD20 funds$5.0B
ISHARES MSCI JAPAN ETFEWJ20 funds$4.8B
VANGUARD FTSE EUROPE ETFVGK20 funds$3.9B
ISHARES MSCI CANADA ETFEWC20 funds$817.2M
EATON VANCE TAX-MANAGED GLOBXEXGX20 funds$272.3M

Ranked by how many of FMY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

2 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FMY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.