PSF
FONE

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

Pacific Sun Financial’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
2018
Q2 		$1.6M Buy
32,091
+1,215
+4% +$61.7K 1.64% 12
2018
Q1 		$1.62M Buy
+30,876
New +$1.65M 2.14% 8

Other funds holding FONE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Pacific Sun Financial's FONE Position: Q2 2018 in Review

Pacific Sun Financial increased its First Trust NASDAQ Smartphone Index Fund (FONE) stake by 3.9% in Q2 2018, buying an estimated $61.7K and bringing the position to 32,091 shares worth $1.6M. The position accounts for 1.64% of the portfolio, ranked #12.

Pacific Sun Financial first reported a position in FONE in Q1 2018 and has held it in 2 quarters since. The position peaked at $1.62M in Q1 2018. 11 funds tracked by Wall St. Rank hold FONE as of Q2 2018.

  • Pacific Sun Financial held 32,091 shares of First Trust NASDAQ Smartphone Index Fund worth $1.6M as of Q2 2018.
  • Pacific Sun Financial bought 1,215 First Trust NASDAQ Smartphone Index Fund shares in Q2 2018, an estimated $61.7K.
  • First Trust NASDAQ Smartphone Index Fund made up 1.64% of Pacific Sun Financial's portfolio in Q2 2018, its #12 holding.
  • Pacific Sun Financial first reported a position in First Trust NASDAQ Smartphone Index Fund in Q1 2018 and has held it in 2 quarters since.
  • Pacific Sun Financial's First Trust NASDAQ Smartphone Index Fund position peaked at $1.62M in Q1 2018.
  • 11 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q2 2018.

Based on Pacific Sun Financial's 13F filing for Q2 2018, filed 14 Aug 2018.