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Not Investment Advice

FMY

First Trust Mortgage Income Fund
1W: -0.4% 1M: -3.2% 3M: -1.8% YTD: -2.4% 1Y: +0.9% 3Y: +25.8% 5Y: +18.6%
$11.65
-0.04 (-0.35%)
After Hours: $13.34 (+1.70, +14.56%)
ETF NYSE · AUM $49.1M
ETF-Level Metrics
AUM$49M
Holdings
Top 10 Wt—%
Beta0.26
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 157 95.9%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 157 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 MSILF Treasury Portfolio Bond 5.14% $2.8M 2,788,660
2 Freddie Mac Private 2.14% $1.2M 2,019,017
3 Morgan Stanley Capital I Trust Private 2.13% $1.2M 1,320,000
4 PRP Advisors, LLC Private 2.06% $1.1M 1,250,000
5 SFO Commerical Mortgage Trust Private 2.02% $1.1M 1,102,700
6 Fannie Mae - CAS Private 1.94% $1.1M 1,000,000
7 Freddie Mac Private 1.92% $1.0M 1,028,527
8 ADAMS OUTDOOR ADVERTISING Private 1.91% $1.0M 1,000,000
9 Fidelis Mortgage Trust Private 1.88% $1.0M 1,000,000
10 LHOME Mortgage Trust Private 1.87% $1.0M 1,000,000
11 Great Wolf Trust Private 1.86% $1.0M 1,000,000
12 Verus Securitization Trust Private 1.86% $1.0M 1,000,000
13 PRP Advisors, LLC Private 1.85% $1.0M 1,000,000
14 PRP Advisors, LLC Private 1.84% $999,831 1,000,000
15 Towd Point Mortgage Trust Private 1.84% $999,505 1,250,000
16 ROC Securities Trust Private 1.83% $992,945 1,000,000
17 Freddie Mac Private 1.83% $992,554 1,046,553
18 SFO Commerical Mortgage Trust Private 1.82% $989,353 1,000,000
19 Fannie Mae Private 1.71% $925,811 936,031
20 Freddie Mac Private 1.70% $921,684 945,444
21 MCR Mortgage Trust Private 1.68% $908,758 885,000
22 Freddie Mac Private 1.62% $876,235 896,902
23 Freddie Mac Private 1.58% $857,657 882,892
24 Barclays Commercial Mortgage S Private 1.50% $815,860 864,000
25 LHOME Mortgage Trust Private 1.49% $809,911 800,000
26 FHLMC Multifamily Structured P Private 1.48% $805,112 12,589,940
27 Exeter Automobile Receivables Private 1.44% $778,794 750,000
28 Freddie Mac Private 1.38% $746,293 852,997
29 PRP Advisors, LLC Private 1.35% $734,006 725,000
30 Starwood Mortgage Residential Private 1.35% $731,124 733,254
31 PRKCM Trust Private 1.32% $715,318 1,000,000
32 Gracie Point International Fun Private 1.28% $694,708 692,000
33 REMIC FUNDING TRUST 98-1 Private 1.23% $665,720 659,830
34 Credit Suisse Mortgage Trust Private 1.22% $663,546 1,000,000
35 Verus Securitization Trust Private 1.20% $652,231 691,998
36 Credit Suisse Mortgage Trust Private 1.20% $651,837 705,939
37 BWAY Mortgage Trust Private 1.16% $629,565 600,000
38 FHLMC Multifamily Structured P Private 1.13% $613,338 2,454,000
39 Freddie Mac Multiclass Certifi Private 1.11% $603,169 5,572,287
40 FHLMC Multifamily Structured P Private 1.09% $592,222 4,571,896
41 FHLMC Multifamily Structured P Private 1.02% $551,226 14,500,000
42 FHLMC Multifamily Structured P Private 0.96% $520,730 4,000,000
43 Island Finance Trust 2025-1 Private 0.94% $510,284 500,000
44 Island Finance Trust 2025-1 Private 0.94% $508,125 500,000
45 Gracie Point International Fun Private 0.92% $499,755 500,000
46 FHLMC Multifamily Structured P Private 0.88% $475,635 4,326,216
47 REMIC FUNDING TRUST 98-1 Private 0.85% $459,683 455,357
48 Government National Mortgage A Private 0.84% $455,566 2,944,992
49 Onslow Bay Financial LLC Private 0.81% $442,011 510,552
50 FHLMC Multifamily Structured P Private 0.81% $439,704 1,663,400

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms