LPL Financial’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,844
Closed -$236K 3406
2019
Q1
$236K Buy
+4,844
New +$226K ﹤0.01% 2830
2018
Q4
Sell
-4,604
Closed -$227K 3372
2018
Q3
$227K Buy
+4,604
New +$227K ﹤0.01% 2897
2015
Q3
Sell
-6,906
Closed -$263K 3003
2015
Q2
$263K Buy
+6,906
New +$283K ﹤0.01% 2417

LPL Financial's FONE Position: Q2 2019 in Review

LPL Financial sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q2 2019, closing a stake of 4,844 shares — an estimated $236K sold.

LPL Financial first reported a position in FONE in Q2 2015 and held it in 3 quarters. The position peaked at $263K in Q2 2015. 0 funds tracked by Wall St. Rank hold FONE as of Q2 2019.

  • LPL Financial reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q2 2019 after selling out during the quarter.
  • LPL Financial sold 4,844 First Trust NASDAQ Smartphone Index Fund shares in Q2 2019, an estimated $236K.
  • LPL Financial first reported a position in First Trust NASDAQ Smartphone Index Fund in Q2 2015 and held it in 3 quarters.
  • LPL Financial's First Trust NASDAQ Smartphone Index Fund position peaked at $263K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q2 2019.

Based on LPL Financial's 13F filing for Q2 2019, filed 9 Aug 2019.