FMY
FIRST TR MTG INCOME FD
Institutional Ownership · Q4 2025
Filing: Q4 2025FIRST TR MTG INCOME FD (FMY) is held by 12 institutional investors with combined holdings of $30M. Major holders include SIT INVESTMENT ASSOCIATES, 1607 Capital Partners, LL, Noble Wealth Management P.
Institutional Holders
12
Total Value
$30.4M
Ownership %
59.5%
🏦 Top Institutional Holders
SIT INVESTMENT ASSOCIATES INC
2.3M shares
$27.9M
54.52% ownership
1607 Capital Partners, LLC
71.0K shares
$862.5K
1.68% ownership
Noble Wealth Management PBC
46.7K shares
$567.2K
1.11% ownership
UHLMANN PRICE SECURITIES, LLC
23.7K shares
$287.7K
0.56% ownership
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
19.3K shares
$234.1K
0.46% ownership