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Amendment No. 29 to Schedule 13D reports that Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC (the "Sit Entities") may be deemed beneficial owners of 2,170,530 shares of First Trust Mortgage Income Fund common stock, representing 51.5% of the 4,213,115 shares outstanding reported as of April 30, 2025. The filing indicates the Sit Entities have shared voting and dispositive power over those shares and that none of SIA's or SFI's directors or executive officers directly own shares. Transactions in the prior 60 days are referenced in Exhibit A.
This amendment reports that Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC (the "Sit Entities") are disclosed as beneficial owners of 2,230,943 shares of First Trust Mortgage Income Fund common stock, representing 53.0% of the 4,213,115 shares reported outstanding as of April 30, 2025. The shares are held in client accounts and the Sit Entities report shared voting and dispositive power over these shares; none of SIA's or SFI's directors or executive officers own shares directly.
The filing references a schedule of transactions in the last 60 days as Exhibit A but does not include transaction details in the body of this amendment. Other items of the previously filed Schedule 13D remain unchanged except as specifically amended.