FMY Insider Trading

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Insider Ownership Percentage: N/A

Insider Buying (Last 12 Months): $9,008.52

Insider Selling (Last 12 Months): $0.00

First Trust Mortgage Income Fund Insider Trading History Chart

First Trust Mortgage Income Fund Share Price & Price History

^$12.05

▼ -0.06 (-0.50%)

As of 12/4/2025 04:59 PM ET

Days: 30 | 90 | 365

First Trust Mortgage Income Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
10/31/2025	Thomas R Kadlec	Director	Buy	503	$12.04	$6,056.12	1,616
10/10/2025	Thomas R Kadlec	Director	Buy	242	$12.20	$2,952.40	1,113

SEC Filings (Institutional Ownership Changes) for First Trust Mortgage Income Fund (NYSE:FMY)

Institutional Buying and Selling by Quarter

First Trust Mortgage Income Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/17/2025	1607 Capital Partners LLC	75,027	$0.92M	0.1%	-19.0%	0.000%
11/4/2025	Jones Financial Companies Lllp	18,267	$0.22M	0.0%	+29.4%	0.000%
10/24/2025	Narwhal Capital Management	13,170	$0.16M	0.0%	-7.3%	0.000%
8/14/2025	Raymond James Financial Inc.	2,547	$31K	0.0%	N/A	0.000%
7/23/2025	Narwhal Capital Management	14,203	$0.17M	0.0%	-31.2%	0.000%
7/22/2025	Global Assets Advisory LLC	7,500	$92K	0.0%	-66.7%	0.000%
5/16/2025	Jones Financial Companies Lllp	325,927	$3.98M	0.0%	+4,163.3%	0.000%
5/16/2025	1607 Capital Partners LLC	90,952	$1.11M	0.1%	-1.5%	0.000%
4/23/2025	Global Assets Advisory LLC	22,500	$0.27M	0.1%	N/A	0.000%
4/23/2025	Narwhal Capital Management	20,634	$0.25M	0.0%	-19.0%	0.000%
4/15/2025	Noble Wealth Management PBC	40,776	$0.50M	0.3%	+6.2%	0.000%
2/6/2025	Jones Financial Companies Lllp	7,645	$92K	0.0%	+45.1%	0.000%
2/5/2025	Noble Wealth Management PBC	38,380	$0.46M	0.3%	N/A	0.000%
1/22/2025	Narwhal Capital Management	25,461	$0.31M	0.0%	-4.5%	0.000%
1/17/2025	Transform Wealth LLC	23,100	$0.28M	0.0%	N/A	0.000%
10/22/2024	Narwhal Capital Management	26,667	$0.33M	0.0%	-33.1%	0.000%
8/6/2024	Narwhal Capital Management	39,868	$0.48M	0.0%	-15.9%	0.000%
5/17/2024	Comerica Bank	3,827	$47K	0.0%	N/A	0.000%
4/26/2024	Narwhal Capital Management	47,407	$0.58M	0.1%	-3.2%	0.000%
4/12/2024	Global Assets Advisory LLC	90,985	$1.11M	0.0%	N/A	0.000%
2/13/2024	1607 Capital Partners LLC	311,226	$3.77M	0.3%	-2.1%	0.000%
1/25/2024	Narwhal Capital Management	48,953	$0.59M	0.1%	+58.6%	0.000%
10/30/2023	Narwhal Capital Management	30,873	$0.35M	0.0%	+21.5%	0.000%
10/11/2023	Transform Wealth LLC	11,600	$0.13M	0.0%	N/A	0.000%
8/10/2023	Sit Investment Associates Inc.	1,991,746	$22.21M	0.6%	+0.5%	0.000%
8/4/2023	Aviance Capital Partners LLC	82,844	$0.92M	0.2%	-2.6%	0.000%
8/3/2023	Narwhal Capital Management	25,405	$0.28M	0.0%	+133.0%	0.000%
5/2/2023	Narwhal Capital Management	10,904	$0.12M	0.0%	N/A	0.000%
2/10/2023	Sit Investment Associates Inc.	1,934,378	$21.68M	0.6%	+2.5%	0.000%
2/7/2023	Aviance Capital Partners LLC	84,418	$0.95M	0.2%	-2.4%	0.000%
11/15/2022	1607 Capital Partners LLC	340,876	$3.84M	0.3%	-1.7%	0.000%
11/9/2022	Aviance Capital Partners LLC	86,512	$0.98M	0.2%	-1.9%	0.000%
8/11/2022	Sit Investment Associates Inc.	1,779,879	$20.74M	0.6%	+3.2%	0.000%
5/17/2022	1607 Capital Partners LLC	345,276	$4.27M	0.3%	-2.9%	0.000%
5/12/2022	Sit Investment Associates Inc.	1,723,882	$21.32M	0.6%	+0.6%	0.000%
5/6/2022	Aviance Capital Partners LLC	88,870	$1.10M	0.2%	+7.1%	0.000%
2/8/2022	Raymond James Financial Services Advisors Inc.	23,385	$0.32M	0.0%	-21.4%	0.000%
2/7/2022	Aviance Capital Partners LLC	82,967	$1.13M	0.2%	-5.5%	0.000%
11/12/2021	Sit Investment Associates Inc.	1,676,403	$23.07M	0.6%	-0.4%	0.000%
11/5/2021	Advisor Group Holdings Inc.	8,860	$0.12M	0.0%	+138.4%	0.000%

Data available starting January 2016

First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc. The fund invests in fixed income markets. It seeks to invest in fixed income securities including mortgage-backed securities, consisting of pass-through certificates, collateralized mortgage obligations, residential mortgage-backed securities, and commercial mortgage-backed securities. The fund was formerly known as the First Trust/FIDAC Mortgage Income Fund. First Trust Mortgage Income Fund was formed on May 25, 2005 and is domiciled in United States.

Today's Range

Now: $12.05

$12.02

$12.10

50 Day Range

MA: $12.10

$11.89

$12.28

52 Week Range

Now: $12.05

$11.55

$12.39

Volume

2,462 shs

Average Volume

5,960 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

0.06%

Beta

N/A

Who are the company insiders with the largest holdings of First Trust Mortgage Income Fund?: First Trust Mortgage Income Fund's top insider investors include:
Thomas R Kadlec (Director)
Learn More about top insider investors at First Trust Mortgage Income Fund.
Who are the major institutional investors of First Trust Mortgage Income Fund?: First Trust Mortgage Income Fund's top institutional shareholders include:
1607 Capital Partners LLC — 0.00%
Jones Financial Companies Lllp — 0.00%
Narwhal Capital Management — 0.00%
Learn More about top institutional investors of First Trust Mortgage Income Fund stock.
Which institutional investors are selling First Trust Mortgage Income Fund stock?: Within the previous quarter, FMY stock was sold by these institutional investors:
1607 Capital Partners LLC
Narwhal Capital Management
Which institutional investors are buying First Trust Mortgage Income Fund stock?: Within the last quarter, FMY stock was purchased by institutional investors including:
Jones Financial Companies Lllp