Institutional Ownership
First Tr Mtg Income Fd
CUSIP 33734E103COM SHSFMYQ1 2026
13D / 13G Filings
25
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
54.5%
Max % of class reported
Institutional Holders
16
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
25 filings · latest Mar 12, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 12, 2026 | Sit Investment Associates, Inc. | 13D/A | 54.1% | — | SEC |
| 2 | Mar 11, 2026 | Sit Investment Associates, Inc. | 13D/A | 52.8% | — | SEC |
| 3 | Dec 29, 2025 | Sit Investment Associates, Inc. | 13D/A | 54.5% | — | SEC |
| 4 | Dec 23, 2025 | Sit Investment Associates, Inc. | 13D/A | 52.0% | — | SEC |
| 5 | Sep 22, 2025 | Sit Investment Associates, Inc. | 13D/A | 53.4% | — | SEC |
| 6 | Sep 22, 2025 | Sit Investment Associates, Inc. | 13D/A | 51.5% | — | SEC |
| 7 | Aug 19, 2025 | Sit Investment Associates, Inc. | 13D/A | 53.0% | — | SEC |
| 8 | Nov 14, 2024 | 1607 Capital Partners, LLC | 13G/A | 2.2% | 92.5K | SEC |
| 9 | Mar 5, 2024 | Sit Investment Associates Inc | 13D/A | 54.0% | 2.27M | SEC |
| 10 | Feb 8, 2024 | 1607 Capital Partners, LLC | 13G/A | 7.4% | 311.2K | SEC |
15 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for First Tr Mtg Income Fd.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 61.6K | $724.8K |
| 2 | Noble Wealth Management Pbc | 55.9K | $658.3K |
| 3 | Uhlmann Price Securities, LLC | 24.1K | $283.2K |
| 4 | Jones Financial Companies Lllp | 16.8K | $194.3K |
| 5 | Morgan Stanley | 16.1K | $188.9K |
| 6 | Cresset Asset Management, LLC | 14.1K | $166.0K |
| 7 | Narwhal Capital Management | 13.4K | $157.2K |
| 8 | Logan Stone Capital, LLC | 12.0K | $141.0K |
| 9 | Susquehanna International Group, LLP | 11.4K | $134.0K |
| 10 | Cwm, LLC | 10.6K | $124.8K |