Lifecycle
Announced
stage pending
Spin-off detail
FIRST TRUST MORTGAGE INCOME FUND -> SpinCo
FMY / n/a ยท detected 2026-03-05
Triage
Monitor
MONITOR
Confidence
37%
detection/extraction
Listing
n/a
distribution n/a
Extracted thesis
Income Fund First Trust Mortgage Income Fund 120 East Liberty Drive, Suite 400 Wheaton, Illinois 60187 March 4, 2026 Dear Shareholder: The accompanying materials relate to the Joint Annual Meetings of Shareholders (collectively, the “Meeting”
The Proposal is described in the accompanying Notice of Joint Annual Meetings of Shareholders and Joint Proxy Statement.
Each Shareholder’s vote is important.
The Board of Trustees of each Fund has fixed the close of business on February 24, 2026 as the record date for the determination of shareholders of such Fund entitled to notice of and to vote at the Meeting and any adjournments or postponements thereof.
Scott Jardine Secretary Shareholders Are Requested To Promptly Complete, Sign, Date And Return The Proxy Card In The Enclosed Envelope Which Does Not Require Postage If Mailed In The Continental United States.
Instructions For Signing Proxy Cards Are Set Forth Following The Letter To Shareholders.
Risk flags
Estimated float is unavailable from current filing data.
risk
Source Links
3-Year Financials
Revenue by year
Operating income or ebit by year
Margin by year
Margin trend
Ownership and float
Total shares1
Parent retained shares percent
Insider or management shares percent
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Estimated float percent
Assumption noteFloat estimate unavailable from filing text.
Management incentives
Management ownership percent
Equity comp alignment indicators["20549 SCHEDULE 14A (Rule 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.", "32 to Schedule 13D filed with the SEC pursuant to a joint filing agreement on December 29, 2025.", "Each Fund has established a staggered Board of Trustees pursuant to its By-Laws, and, accordingly, Trustees are divided into the following three (3) classes: Class I, Class II and Class III."]
Parent to spinoff leadership migration