# FIRST TR MTG INCOME FD COM SHS

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.

## Summary

- Issuer: FIRST TR MTG INCOME FD
- Class: COM SHS
- CUSIP: 33734E103
- 13F holders: 17
- 13F value: $2.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 17 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [1607 Capital Partners, LLC](https://search.stillhousedata.com/firm/144758) | 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](https://search.stillhousedata.com/firm/288566) | Chicago, IL | $166K | 14,100 |
| [Logan Stone Capital, LLC](https://search.stillhousedata.com/firm/311547) | 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](https://search.stillhousedata.com/firm/105725) | 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](https://search.stillhousedata.com/firm/284712) | SHERMAN OAKS, CA | $4K | 300 |
| LifeSteps Financial, Inc. | CLAREMONT, CA | $2K | 175 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33734E103.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.