FMY institutional holders
FIRST TR MTG INCOME FD · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 2,515,187 |
| Reported value | $29.6m |
| Quarter flows | 2 new, 4 added, 4 trimmed, 3 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 2,281,594 | $26.8m | 0.5% |
| 1607 Capital Partners, LLC | 61,582 | $724,204 | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 52,668 | $626,749 | 0.0% |
| Noble Wealth Management PBC | 47,993 | $564,398 | 0.3% |
| UHLMANN PRICE SECURITIES, LLC | 29,481 | $346,711 | 0.0% |
| Cresset Asset Management, LLC | 14,100 | $165,816 | 0.0% |
| MORGAN STANLEY | 13,840 | $162,761 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,408 | $134,158 | 0.0% |
| OSAIC HOLDINGS, INC. | 900 | $10,584 | 0.0% |
| UBS Group AG | 713 | $8,385 | 0.0% |
| GHP Investment Advisors, Inc. | 400 | $4,704 | 0.0% |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3,528 | 0.0% |
| LifeSteps Financial, Inc. | 175 | $2,058 | 0.0% |
| Clear Street Group Inc. | 32 | $376 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | $10 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FMY"). FMY price history · All 13F data