Stock FMY FIRST TRUST MORTGAGE INCOME FUND
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Company First Trust Mortgage Income Fund

Equities

FMY

US33734E1038

Market Closed - Nyse
Other stock markets
 04:10:00 2024-04-25 pm EDT 		5-day change 1st Jan Change
11.75 USD +0.77% Intraday chart for First Trust Mortgage Income Fund +0.51% -3.05%
Jan. 08 First Trust Mortgage Income Fund Reports Earnings Results for the Full Year Ended October 31, 2023 CI
2023 First Trust Mortgage Income Fund Appoints Bronwyn Wright as A Class III Trustee, Member of Audit Committee, Valuation Committee and the Nominating and Governance Committee CI

Sales per Business

USD in Million2021Weight2022Weight Delta
Investment and Related Activities
100.0 %
3 100.0 % 1 100.0 % -45.10%

Sales per region

USD in Million2021Weight2022Weight Delta
United States
100.0 %
3 100.0 % 1 100.0 % -45.10%

Managers

Managers TitleAgeSince
James Dykas CEO
 Chief Executive Officer 58 11-12-31
Donald P. Swade DFI
 Director of Finance/CFO 52 15-12-31
Kristi Maher CMP
 Compliance Officer 58 03-12-31
Daniel Lindquist PRN
 Corporate Officer/Principal 54 05-02-21
William Jardine LAW
 General Counsel 64 03-12-31

Members of the board

Members of the board TitleAgeSince
Niel Nielson BRD
 Director/Board Member 70 03-12-31
Richard Erickson BRD
 Director/Board Member 73 03-12-31
Thomas Kadlec BRD
 Director/Board Member 67 03-12-31
Robert Keith BRD
 Director/Board Member 68 05-12-31
James Bowen CHM
 Chairman 69 03-12-31
Bronwyn Wright BRD
 Director/Board Member - 23-09-09
Denise Keefe BRD
 Director/Board Member 60 -

Shareholders

NameEquities%Valuation
Sit Investment Associates, Inc.
53.99 %
2,274,727 53.99 % 28 M $
Sit Investment Associates, Inc.
49.58 %
2,088,691 49.58 % 25 M $
1607 Capital Partners LLC
7.387 %
311,226 7.387 % 4 M $
Narwhal Capital Management LLC
1.162 %
48,953 1.162 % 596 003 $
Raymond James Financial Services, Inc.
0.4582 %
19,305 0.4582 % 235 038 $
Cresset Asset Management LLC
0.3347 %
14,100 0.3347 % 171 668 $
Osaic Wealth, Inc.
0.2688 %
11,326 0.2688 % 137 894 $
Global Assets Advisory LLC
0.1773 %
7,470 0.1773 % 90 947 $
Geronimo Partners Asset Management LLC
0.1296 %
5,460 0.1296 % 66 476 $
Morgan Stanley Smith Barney LLC
0.1194 %
5,029 0.1194 % 61 228 $

Company contact information

First Trust Mortgage Income Fund

120 East Liberty Drive Suite 400

60187, Wheaton

+630-765-8000

address First Trust Mortgage Income Fund(FMY)

Sector

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  1. Stock Market
  2. Equities
  3. FMY Stock
  4. Company First Trust Mortgage Income Fund