# FIRST TR MTG INCOME FD (FMY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FMY/

- Reporting holders: 1
- Reported value: $533.9K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $533.9K | 47,993 | 0.2% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 1 | $533.9K |
| Q2 2026 | 15 | $31.0M |
| Q1 2026 | 16 | $29.7M |
| Q4 2025 | 12 | $30.4M |
| Q3 2025 | 14 | $30.5M |
| Q2 2025 | 14 | $30.6M |
| Q1 2025 | 14 | $31.3M |
| Q4 2024 | 13 | $30.7M |
| Q3 2024 | 11 | $31.1M |
| Q2 2024 | 11 | $29.8M |
| Q1 2024 | 15 | $40.6M |
| Q4 2023 | 14 | $30.7M |