13FBOX
FIRST TR MTG INCOME FD COM SHS · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR MTG INCOME FD COM SHS

FMY
Institutions
15
Combined AUM (Q2 2026)
$29.6M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+41,693
6 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-57,391
7 · 3 Exit · ≈
⚖️ Net
-15,698
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$29.6M
Institutions
15
New Buys
2
Adds
4
Reduces
4
Exits
3
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SIT INVESTMENT ASSOCIATES INC
0.51%0.55%#1$26.8M2.3M$26.9M2.3M-1,541-0.07%Reduce
1607 Capital Partners, LLC
0.06%0.05%#3$724,20461,582$724,82061,58200.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#8$626,74952,668$194,27416,755+35,913+214.34%Add
Noble Wealth Management PBC
0.25%0.33%#2$564,39847,993$658,30855,931-7,938-14.19%Reduce
UHLMANN PRICE SECURITIES, LLC
0.01%0.02%#4$346,71129,481$283,20024,061+5,420+22.53%Add
Cresset Asset Management, LLC
<0.01%<0.01%#7$165,81614,100$165,95714,10000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#12$162,76113,840$293,56623,969-10,129-42.26%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#11$134,15811,408$134,01311,386+22+0.19%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$10,584900$32,2852,743-1,843-67.19%Reduce
UBS Group AG
<0.01%<0.01%#13$8,385713$6,850582+131+22.51%Add
GHP Investment Advisors, Inc.
<0.01%<0.01%#9$4,704400$4,70840000.00%Unchanged
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#6$3,528300$3,53130000.00%Unchanged
LifeSteps Financial, Inc.
<0.01%#5$2,058175$00+175New Buy
Clear Street Group Inc.
<0.01%#14$37632$00+32New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#15$101$10100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow