First Trust Mortgage Income Fund

First Trust Mortgage Income Fund Director Thomas R. Kadlec has filed a Form 4 indicating a planned purchase of 503 common shares on October 31, 2025, under a Rule 10b5-1 plan.

First Trust Mortgage Income Fund Director Thomas R. Kadlec reported the acquisition of 242 common shares, increasing his direct beneficial ownership.

First Trust Enhanced Equity Income Fund, First Trust Mortgage Income Fund, and First Trust Intermediate Duration Preferred & Income Fund will hold a joint annual meeting on April 14, 2026, to elect two Class I Trustees.

First Trust Enhanced Equity Income Fund, First Trust Mortgage Income Fund, and First Trust Intermediate Duration Preferred & Income Fund are holding a joint annual meeting on April 21, 2025, to elect three Class III Trustees.

First Trust Enhanced Equity Income Fund, First Trust Mortgage Income Fund, and First Trust Intermediate Duration Preferred & Income Fund will hold joint annual meetings on April 30, 2024, to elect two Class II Trustees for each fund.

Sit Investment Associates and Sit Fixed Income Advisors continue to hold a 54.5% beneficial ownership in First Trust Mortgage Income Fund, with recent trading activity.

Sit Investment Associates and Sit Fixed Income Advisors II have reduced their beneficial ownership in First Trust Mortgage Income Fund to 52.0% after recent transactions.

Sit Investment Associates and Sit Fixed Income Advisors continue to hold a 53.4% beneficial ownership in First Trust Mortgage Income Fund, as detailed in their latest Schedule 13D amendment.

Sit Investment Associates and Sit Fixed Income Advisors II have filed an Amendment No. 29 to Schedule 13D, disclosing a 51.5% beneficial ownership in First Trust Mortgage Income Fund following recent transactions.

Sit Investment Associates and Sit Fixed Income Advisors II continue to hold a 53.0% beneficial ownership in First Trust Mortgage Income Fund despite recent net share sales.