Institutional Ownership
First Tr Mtg Income Fd
CUSIP 33734E103COM SHSFMYQ1 2026
Institutional Holders
16
13F filers
Shares Held
2.52M
Aggregate institutional
Institutional Value
$2.85M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased4
Decreased4
Sold out0
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 61.6K | $724.8K | −9.4K | Reduced |
| 2 | Noble Wealth Management Pbc | 55.9K | $658.3K | +9.3K | Added |
| 3 | Uhlmann Price Securities, LLC | 24.1K | $283.2K | +387 | Added |
| 4 | Jones Financial Companies Lllp | 16.8K | $194.3K | −1.8K | Reduced |
| 5 | Morgan Stanley | 16.1K | $188.9K | −3.2K | Reduced |
| 6 | Cresset Asset Management, LLC | 14.1K | $166.0K | 0 | Held |
| 7 | Narwhal Capital Management | 13.4K | $157.2K | +13.4K | New |
| 8 | Logan Stone Capital, LLC | 12.0K | $141.0K | +12.0K | New |
| 9 | Susquehanna International Group, LLP | 11.4K | $134.0K | +11.4K | New |
| 10 | Cwm, LLC | 10.6K | $124.8K | +823 | Added |
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