NPC
FONE

National Planning Corporation’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History

National Planning Corporation’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
Q2 		– Sell
-4,551
Closed -$211K – 797
2017
Q1 		$211K Buy
+4,551
New +$200K 0.02% 627

Other funds holding FONE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
Bank of America
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

National Planning Corporation's FONE Position: Q2 2017 in Review

National Planning Corporation sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q2 2017, closing a stake of 4,551 shares — an estimated $211K sold.

National Planning Corporation first reported a position in FONE in Q1 2017 and held it in 1 quarter. The position peaked at $211K in Q1 2017. 12 funds tracked by Wall St. Rank hold FONE as of Q2 2017.

  • National Planning Corporation reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q2 2017 after selling out during the quarter.
  • National Planning Corporation sold 4,551 First Trust NASDAQ Smartphone Index Fund shares in Q2 2017, an estimated $211K.
  • National Planning Corporation first reported a position in First Trust NASDAQ Smartphone Index Fund in Q1 2017 and held it in 1 quarter.
  • National Planning Corporation's First Trust NASDAQ Smartphone Index Fund position peaked at $211K in Q1 2017.
  • 12 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.