NFG
FONE

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

Next Financial 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
2014
Q4 		– Sell
-200
Closed -$7K – 2698
2014
Q3 		$7K Hold
200
– – ﹤0.01% 1962
2014
Q2 		$7K Buy
+200
New +$7.27K ﹤0.01% 866

Other funds holding FONE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Next Financial Group's FONE Position: Q4 2014 in Review

Next Financial Group sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q4 2014, closing a stake of 200 shares — an estimated $7K sold.

Next Financial Group first reported a position in FONE in Q2 2014 and held it in 2 quarters. The position peaked at $7K in Q3 2014. 11 funds tracked by Wall St. Rank hold FONE as of Q4 2014.

  • Next Financial Group reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 200 First Trust NASDAQ Smartphone Index Fund shares in Q4 2014, an estimated $7K.
  • Next Financial Group first reported a position in First Trust NASDAQ Smartphone Index Fund in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's First Trust NASDAQ Smartphone Index Fund position peaked at $7K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.