Advisor Group’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History

Advisor Group’s Portfolio FONE Stock Details FONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-55	Closed	-$2K	–	4975
2016 Q4	$2K	Sell	55 -41	-43%	-$1.66K	﹤0.01%	4309
2016 Q3	$4K	Hold	96	–	–	﹤0.01%	4037
2016 Q2	$3K	Buy	+96	New	+$3.5K	﹤0.01%	4045

Other funds holding FONE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's FONE Position: Q1 2017 in Review

Advisor Group sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q1 2017, closing a stake of 55 shares — an estimated $2K sold.

Advisor Group first reported a position in FONE in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q3 2016. 12 funds tracked by Wall St. Rank hold FONE as of Q1 2017.

Advisor Group reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q1 2017 after selling out during the quarter.
Advisor Group sold 55 First Trust NASDAQ Smartphone Index Fund shares in Q1 2017, an estimated $2K.
Advisor Group first reported a position in First Trust NASDAQ Smartphone Index Fund in Q2 2016 and held it in 3 quarters.
Advisor Group's First Trust NASDAQ Smartphone Index Fund position peaked at $4K in Q3 2016.
12 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.