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Narwhal Capital Management

Position in FMY — First Trust Mortgage Income Fund

CIK 1461287 MARIETTA, GA

Position in FMY

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$157,176
-$4,156 QoQ
Shares Held
13,354
+1.4% QoQ
Ownership
0.317%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FMY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Narwhal Capital Management holds $25,584,548 across 2 Asset Management names.

# Ticker Company Shares Value (USD) Open

All Filings in FMY

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $157,176 13,354
2025-09-30 $161,332 13,170
2025-06-30 $173,276 14,203
2025-03-31 $252,147 20,634
2024-12-31 $305,277 25,461
2024-09-30 $333,070 26,667
2024-06-30 $475,625 39,868
2024-03-31 $577,417 47,407
2023-12-31 $593,310 48,953
2023-09-30 $344,542 30,873
2023-06-30 $283,265 25,405
2023-03-31 $123,760 10,904