WA
FONE

WealthTrust-Arizona’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History

WealthTrust-Arizona’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
-202
Closed -$7K – 710
2014
Q3 		$7K Hold
202
– – 0.01% 470
2014
Q2 		$8K Hold
202
– – 0.01% 451
2014
Q1 		$7K Hold
202
– – 0.01% 489
2013
Q4 		$7K Buy
+202
New +$6.56K 0.01% 474

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

WealthTrust-Arizona's FONE Position: Q4 2014 in Review

WealthTrust-Arizona sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q4 2014, closing a stake of 202 shares — an estimated $7K sold.

WealthTrust-Arizona first reported a position in FONE in Q4 2013 and held it in 4 quarters. The position peaked at $8K in Q2 2014. 11 funds tracked by Wall St. Rank hold FONE as of Q4 2014.

  • WealthTrust-Arizona reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 202 First Trust NASDAQ Smartphone Index Fund shares in Q4 2014, an estimated $7K.
  • WealthTrust-Arizona first reported a position in First Trust NASDAQ Smartphone Index Fund in Q4 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's First Trust NASDAQ Smartphone Index Fund position peaked at $8K in Q2 2014.
  • 11 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.