FMY on NYSE

FIRST TRUST MORTGAGE INCOME FUND

Price unavailable

Last updated Oct 19, 2026.

Overview

Compare with another stock.

  • TickerFMY on NYSE1
  • HeadquartersWheaton, Illinois1
  • Business address120 East Liberty Drive, Suite 400, Wheaton, Il 601872

See how the biggest companies compare on our leaderboards

Leadership

Who has led FIRST TRUST MORTGAGE INCOME FUND, and when. Pick a name to see everywhere that person has worked.

President

  1. Mark R. Bradley2016
2010201520202025
Board members and other officers (14)

Former names

  • FIRST TRUST/FIDAC MORTGAGE INCOME FUNDMar 11, 2005 to Apr 29, 20112

Filings

73 filings to the SEC since October 2021: 6 major events, 7 insider forms, 20 large holders, 40 other. The latest 20:

  1. Oct 1, 2026SCHEDULE 13G/A EDGAR
  2. Sep 24, 2026NPORT-P EDGAR
  3. Jul 31, 2026N-PX EDGAR
  4. Jul 7, 2026N-CSRS SEMI-ANNUAL REPORT TO SHAREHOLDERS EDGAR
  5. Jun 22, 2026NPORT-P EDGAR
  6. Mar 25, 2026NPORT-P EDGAR
  7. Mar 12, 2026SCHEDULE 13D/A EDGAR
  8. Mar 11, 2026SCHEDULE 13D/A EDGAR
  9. Jan 13, 2026N-CEN EDGAR
  10. Jan 9, 2026N-CSR ANNUAL REPORT TO SHAREHOLDERS EDGAR
  11. Jan 6, 20263 OWNERSHIP DOCUMENT EDGAR
  12. Dec 29, 2025SCHEDULE 13D/A EDGAR
  13. Dec 23, 2025SCHEDULE 13D/A EDGAR
  14. Dec 19, 2025NPORT-P EDGAR
  15. Nov 4, 20254 EDGAR
  16. Oct 14, 20254 EDGAR
  17. Sep 26, 2025NPORT-P EDGAR
  18. Sep 22, 2025SCHEDULE 13D/A EDGAR
  19. Sep 22, 2025SCHEDULE 13D/A EDGAR
  20. Aug 19, 2025SCHEDULE 13D/A EDGAR

The 73 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

2 open-market trades by officers, directors and large owners since October 2021: 2 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Oct 31, 2025KADLEC THOMAS RDirectorBuy503$12.04$6.1KForm 4
Oct 10, 2025KADLEC THOMAS RDirectorBuy242$12.20$3.0KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
1607 Capital Partners, LLC61,582$724.2K0.1%No change
Jones Financial Companies Lllp52,668$626.7K0.0%+35,913
Noble Wealth Management PBC47,993$564.4K0.3%−7,938
Uhlmann Price Securities, LLC29,481$346.7K0.0%+5,420
Cresset Asset Management, LLC14,100$165.8K0.0%No change
Morgan Stanley13,840$162.8K0.0%−2,212
Susquehanna International Group, Llp11,408$134.2K0.0%+22
Sit Investment Associates Inc2,281,594$26.8K0.5%−1,541
Osaic Holdings, Inc.900$10.6K0.0%−1,843
UBS Group AG713$8.4K0.0%+131
GHP Investment Advisors, Inc.400$4.7K0.0%No change
Highline Wealth Partners LLC300$3.5K0.0%No change
LifeSteps Financial, Inc.175$2.1K0.0%New
Clear Street Group Inc.32$3760.0%New
Wells Fargo & Company/mn1$100.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19