As of the latest SEC filings, FIRST TRUST MORTGAGE INCOME FUND (FMY) is held by 1 institutional funds. The largest fund shareholder is Sit Balanced Fund (SIBAX), holding an estimated $131,824.00 in market value, representing 0.18% of its portfolio.
Funds holding FIRST TRUST MORTGAGE INCOME FUND (FMY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FMY
- CIK:
- 0001319183
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SIBAX
Sit Balanced Fund
|
MF | Independent / Boutique | 0.18% | $131,824.00 | 11,200 | Mar 31, 2026 | May 21, 2026 |
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