Funds holding First Trust Mortgage Income Fund
1 fund declares a position · 0 ETFs and 1 other funds · 131.8K $ · US33734E1038
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Sit Balanced Fund SIT MUTUAL FUNDS INC | 11,200 | 131.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
Institutional managers
16 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| 1607 Capital Partners, LLC | 61,582 | 724.8K $ | as of Mar 31, 2026 |
| Noble Wealth Management PBC | 55,931 | 658.3K $ | as of Mar 31, 2026 |
| UHLMANN PRICE SECURITIES, LLC | 24,061 | 283.2K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 16,755 | 194.3K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 16,052 | 188.9K $ | as of Mar 31, 2026 |
| Cresset Asset Management, LLC | 14,100 | 166K $ | as of Mar 31, 2026 |
| Narwhal Capital Management | 13,354 | 157.2K $ | as of Mar 31, 2026 |
| Logan Stone Capital, LLC | 11,983 | 141K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,386 | 134K $ | as of Mar 31, 2026 |
| CWM, LLC | 10,603 | 124.8K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2,743 | 32.3K $ | as of Mar 31, 2026 |
| SIT INVESTMENT ASSOCIATES INC | 2,283,135 | 26.9K $ | as of Mar 31, 2026 |
| UBS Group AG | 582 | 6.9K $ | as of Mar 31, 2026 |
| GHP Investment Advisors, Inc. | 400 | 4.7K $ | as of Mar 31, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | 3.5K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1 | 10 $ | as of Mar 31, 2026 |