FMY FIRST TR MTG INCOME FD
FollowCOM SHS (fund), issuer CIK 1319183
15 managers (15 13F filers) reported a position in FMY shares at 2025-03-31, 2,561,796 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 15
- 13F filers
- 15
- New
- 1
- Added
- 5
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 2,561,796
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.
- SIT INVESTMENT ASSOCIATES INC(group SIT INVESTMENT ASSOCIATES INC)
2,320,350 shares, 55.1% in a 13G/A as of 2026-09-29,0000769317-26-000022
Accepted , ingested
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC | 2,253,246 | $27.5M | 0.65% | +105 | 13F-HRTimelineGroup |
| 1607 Capital Partners, LLC | 90,952 | $1.11M | 0.09% | -1,400 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 52,487 | $641K | <0.01% | -20,809 | 13F-HRTimelineGroup |
| Noble Wealth Management PBC | 40,776 | $498K | 0.34% | +2,396 | 13F-HRTimeline |
| Transform Wealth, LLC | 23,100 | $282K | 0.02% | 0 | 13F-HRTimeline |
| Global Assets Advisory, LLC | 22,500 | $271K | 0.05% | new | 13F-HRTimeline |
| Narwhal Capital Management | 20,634 | $252K | 0.02% | -4,827 | 13F-HRTimeline |
| UHLMANN PRICE SECURITIES, LLC | 15,777 | $193K | 0.14% | +290 | 13F-HRTimeline |
| Cresset Asset Management, LLC | 14,100 | $172K | <0.01% | 0 | 13F-HRTimeline |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 14,113 | $171K | <0.01% | +6,468 | 13F-HR/ATimelineGroup |
| CWM, LLCin group CWM, LLC | 9,780 | $120K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 4,330 | $52.9K | <0.01% | +59 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1 | $12 | <0.01% | 0 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $3 | <0.01% | -1 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
Events
SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 2,320,350 FMY shares, 55.1% of the class, as of 2026-09-29, in a 13G/A filed 2026-10-01. 0000769317-26-000022
Accepted , ingested