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Equibles

MORGAN STANLEY

Position in FMY — First Trust Mortgage Income Fund

CIK 895421 NEW YORK, NY
Back to FMY Full portfolio

Position in FMY

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$162,757
-$26,174 QoQ
Shares Held
13,840
-13.8% QoQ
Ownership
0.328%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 15 holders
Holding Since
Mar 2020
26 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

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. FMY ranks #435 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
2 BLK
BlackRock, Inc.
 3,487,404 $3,353,348,182
3 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
4 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
5 STT
State Street Corp
 4,731,988 $802,545,157
6 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
7 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445
8 AMG
Affiliated Managers Group, Inc.
 1,487,219 $503,274,901

All Filings in FMY

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $162,757 13,840
2026-03-31 $188,931 16,052
2025-12-31 $234,118 19,269
2025-09-30 $293,620 23,969
2025-06-30 $476,202 39,033
2025-03-31 $641,390 52,487
2024-12-31 $878,818 73,296
2024-09-30 $862,084 69,022
2024-06-30 $913,312 76,556
2024-03-31 $699,399 57,422
2023-12-31 $60,951 5,029
2023-09-30 $55,320 4,957
2023-06-30 $53,564 4,804
2023-03-31 $54,820 4,830
2022-12-31 $133,410 11,901
2022-09-30 $81,448 7,227
2022-06-30 $79,429 6,818
2022-03-31 $104,489 8,447
2021-12-31 $118,929 8,732
2021-09-30 $114,097 8,292
2021-06-30 $106,149 7,692
2021-03-31 $76,443 5,692
2020-12-31 $233,006 16,751
2020-09-30 $237,104 17,447
2020-06-30 $253,598 18,390
2020-03-31 $220,584 17,410