FHC
FONE

First Heartland Consultants’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-740
Closed -$21K – 413
2013
Q2 		$21K Buy
+740
New +$20.5K 0.01% 320

Other funds holding FONE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

First Heartland Consultants's FONE Position: Q3 2013 in Review

First Heartland Consultants sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q3 2013, closing a stake of 740 shares — an estimated $21K sold.

First Heartland Consultants first reported a position in FONE in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 8 funds tracked by Wall St. Rank hold FONE as of Q3 2013.

  • First Heartland Consultants reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 740 First Trust NASDAQ Smartphone Index Fund shares in Q3 2013, an estimated $21K.
  • First Heartland Consultants first reported a position in First Trust NASDAQ Smartphone Index Fund in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's First Trust NASDAQ Smartphone Index Fund position peaked at $21K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.