FIRST TRUST MORTGAGE INCOME FUND
Total Trades
1
Buys
1
Sells
0
Largest Trade
$1K–$15K
Insiders
1
Institutional Funds
8
Inst. Value
$1M+
Activist Filings
16
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| KADLEC THOMAS R | Director | BUY | $1K–$15K | 503 | $12.04 | Nov 4, 2025 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 8 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 2.3M | $1M+ | SH |
| Noble Wealth Management PBC | 47K | $500K+ | SH |
| UHLMANN PRICE SECURITIES, LLC | 24K | $100K–$500K | SH |
| MORGAN STANLEY | 19K | $100K–$500K | SH |
| CWM, LLC | 10K | $100K–$500K | SH |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $1K–$15K | SH |
| UBS Group AG | 1 | <$1K | SH |
| WELLS FARGO & COMPANY/MN | 1 | <$1K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Sit Investment Associates, Inc.
SC 13D/A · Dec 29, 2025
54.5%
2.3M shares
Sit Investment Associates, Inc.
SC 13D/A · Dec 23, 2025
52.0%
2.2M shares
Sit Investment Associates, Inc.
SC 13D/A · Sep 22, 2025
53.4%
2.3M shares
Sit Investment Associates, Inc.
SC 13D/A · Sep 22, 2025
51.5%
2.2M shares
Sit Investment Associates, Inc.
SC 13D/A · Aug 19, 2025
53.0%
2.2M shares
SC 13G/A · Nov 14, 2024
2.2%
93K shares
Sit Investment Associates, Inc.
SC 13D/A · Mar 5, 2024
54.0%
2.3M shares
Sit Investment Associates, Inc.
SC 13D/A · Aug 9, 2023
49.2%
2.1M shares
Sit Investment Associates, Inc.
SC 13D/A · Mar 23, 2023
47.0%
2.0M shares
SC 13G/A · Feb 14, 2023
8.1%
340K shares
Sit Investment Associates, Inc.
SC 13D/A · Jan 9, 2023
45.9%
1.9M shares
Sit Investment Associates, Inc.
SC 13D/A · Oct 6, 2022
44.8%
1.9M shares
Sit Investment Associates, Inc.
SC 13D/A · Sep 2, 2022
43.2%
1.8M shares
Sit Investment Associates, Inc.
SC 13D/A · Jun 22, 2022
42.1%
1.8M shares
Sit Investment Associates, Inc.
SC 13D/A · Apr 22, 2022
40.9%
1.7M shares
SC 13G/A · Feb 14, 2022
8.4%
356K shares