CUSIP 33734E103COM SHSFMYQ4 2025
25 filings · latest Mar 12, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 71.0K | $862.5K |
| 2 | Noble Wealth Management Pbc | 46.7K | $567.2K |
| 3 | Uhlmann Price Securities, LLC | 23.7K | $287.7K |
| 4 | Morgan Stanley | 19.3K | $234.1K |
| 5 | Jones Financial Companies Lllp | 18.5K | $225.0K |
| 6 | Cresset Asset Management, LLC | 14.1K | $172.2K |
| 7 | Osaic Holdings, Inc. | 4.9K | $59.1K |
| 8 | Highline Wealth Partners LLC | 300 | $3.6K |
| 9 |
| 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 |
See the full Schedule 13D/13G history for First Tr Mtg Income Fd.
Unlock full history| Cwm, LLC |
| 9.8K |
| $119 |
| 10 | Ubs Group AG | 1 | $12 |