FIRST TR MTG INCOME FD COM SHS is a security (CUSIP 33734E103) tracked across SEC portfolio filings. 17 institutional managers reported $2.7M on Form 13F as of 2026-06-30.
Showing 15 of 17 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | Richmond, VA | $725K | 61,582 |
| Noble Wealth Management PBC | GREENWOOD VILLAGE, CO | $564K | 47,993 |
| UHLMANN PRICE SECURITIES, LLC | SKOKIE, IL | $347K | 29,481 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $194K | 16,755 |
| MORGAN STANLEY | NEW YORK, NY | $189K | 16,052 |
| Cresset Asset Management, LLC | Chicago, IL | $166K | 14,100 |
| Logan Stone Capital, LLC | CHICAGO, IL | $141K | 11,983 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $134K | 11,386 |
| CWM, LLC | OMAHA, NE | $125K | 10,603 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $32K | 2,743 |
| SIT INVESTMENT ASSOCIATES INC | Minneapolis, MN | $27K | 2,283,135 |
| UBS Group AG | Zurich, V8 | $7K | 582 |
| GHP Investment Advisors, Inc. | Denver, CO | $5K | 400 |
| HIGHLINE WEALTH PARTNERS LLC | SHERMAN OAKS, CA | $4K | 300 |
| LifeSteps Financial, Inc. | CLAREMONT, CA | $2K | 175 |