FMY

First Trust Mortgage IncomeETF$11.43 3.46%
UnclassifiedCUSIP 33734E103· EOD Sep 4, 2026

Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Uhlmann Price Securities, LLC (+23%).

Tracked 13F holders
15
7 in Q2 2026 filings
13F value (tracked)
$2.5M
13F moves · latest Q
3 added
0 reduced

Price & smart-money activity

$11.43 3.46%5Y -17.0%
$10.27$11.24$12.21$13.18$14.1520212022202320242025202622323222322342
Hover for who · click for detailEnd-of-day closing prices52w $11.40 – $12.34

Who owns FMY?

15 tracked 13F filers · ranked by shares held

15 tracked 13F filers disclose a position in FMY as of the latest SEC 13F filings, a combined $2.5M in reported value. 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.

#FundSharesPosition valueLast moveAs ofHistory
11607 Capital Partners, LLC62K
$724K
Held
Q2 2026
2Noble Wealth Management PBC48K
$564K
−14%
Reduced · −8K sh
Q2 2026
3Uhlmann Price Securities, LLC29K
$347K
+23%
Added · +5K sh
Q2 2026
4Jones Financial Companies LLLP17K
$194K
−9.5%
Reduced · −2K sh
Q1 2026
5Morgan Stanley16K
$189K
−17%
Reduced · −3K sh
Q1 2026
6Cresset Asset Management, LLC14K
$166K
Held
Q2 2026
7Susquehanna International Group, LLP11K
$134K
New
+11K sh
Q1 2026
8CWM, LLC11K
$125K
+8.4%
Added · +823 sh
Q1 2026
9Osaic Holdings, Inc.3K
$32K
−44%
Reduced · −2K sh
Q1 2026
10UBS Group AG582
$7K
582×
Added · +581 sh
Q1 2026
11GHP Investment Advisors, Inc.400
$5K
New
+400 sh
Q1 2026
12Highline Wealth Partners LLC300
$4K
Held
Q2 2026
13LifeSteps Financial, Inc.175
$2K
New
+175 sh
Q2 2026
14Clear Street Group Inc.32
$376
New
+32 sh
Q2 2026
15Wells Fargo & Company1
$10
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.

Is FMY being bought or sold by institutions?

Last quarter, 2 funds opened a new position in FMY and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FMY also own

CompanyCo-held byTheir position there
SS Technology Select SectorXLK4 funds$10.1M
Nuveen S&P 500 Dynam OverwrXSSPX4 funds$4.1M
Nuveen Credit Strategies IncXJQCX4 funds$3.5M
SS Energy Select SectorXLE4 funds$2.5M
Kla CorpKLAC3 funds$2.4B
Apple IncAAPL3 funds$61.7M
Ishares Msci Eafe Value ETFEFV3 funds$46.1M
Alphabet Inc-CL CGOOG3 funds$42.2M
Invesco QQQ Trust Series 1QQQ3 funds$38.2M
SS SPDR S&P 500 ETF Trust-USSPY3 funds$37.5M
Microsoft CorpMSFT3 funds$36.3M
JPMorgan Chase & CoJPM3 funds$33.9M

Ranked by how many of FMY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FMY.

Institutional ownership over time

7 tracked filers in Q2 2026 filingsstill filing
0815Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for FMY

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Ask your agent what changed in FMY

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FMY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FMY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + 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.