Surevest »

First Trust/FIDAC Mortgage Income Fund shares owned by Surevest

Quarter-by-quarter ownership of First Trust/FIDAC Mortgage Income Fund (FMY) shares owned by Surevest from 13F filings

Historical chart of Surevest investment in First Trust/FIDAC Mortgage Income Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust/FIDAC Mortgage Income Fund held by Surevest consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust/FIDAC Mortgage Income Fund by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $19k 1.7k 11.09
2022-06-30 $20k 1.7k 11.68
2022-03-31 $21k 1.7k 12.26
2021-12-31 $23k 1.7k 13.43

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding First Trust/FIDAC Mortgage Income Fund

Sit Investment Associates
1607 Capital Partners
Narwhal Capital Management
Carnick & Kubik
LPL Financial
Cresset Asset Management
Jones Financial Companies, L.L
UBS Group
Advisor Group Holdings
Wells Fargo & Company

View all funds holding First Trust/FIDAC Mortgage Income Fund