17 institutions reported holding $29.6M of FIRST TR MTG INCOME FD (FMY) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($26.8M), 1607 Capital Partners, LLC ($724,204), JONES FINANCIAL COMPANIES LLLP ($626,749), Noble Wealth Management PBC ($564,398), UHLMANN PRICE SECURITIES, LLC ($346,711). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $26.8M | 2.3M | Trimmed |
| 2 | 1607 Capital Partners, LLC | $724,204 | 61,582 | Hold |
| 3 | JONES FINANCIAL COMPANIES LLLP | $626,749 | 52,668 | Added |
| 4 | Noble Wealth Management PBC | $564,398 | 47,993 | Trimmed |
| 5 | UHLMANN PRICE SECURITIES, LLC | $346,711 | 29,481 | Added |
| 6 | Cresset Asset Management, LLC | $165,816 | 14,100 | Hold |
| 7 | MORGAN STANLEY | $162,761 | 13,840 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $134,158 | 11,408 | Added |
| 9 | OSAIC HOLDINGS, INC. | $10,584 | 900 | Trimmed |
| 10 | UBS Group AG | $8,385 | 713 | Added |
| 11 | GHP Investment Advisors, Inc. | $4,704 | 400 | Hold |
| 12 | HIGHLINE WEALTH PARTNERS LLC | $3,528 | 300 | Hold |
| 13 | LifeSteps Financial, Inc. | $2,058 | 175 | New |
| 14 | Clear Street Group Inc. | $376 | 32 | New |
| 15 | WELLS FARGO & COMPANY/MN | $10 | 1 | Hold |
| 16 | Narwhal Capital Management | $0 | 0 | Exited |
| 17 | Logan Stone Capital, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30