First Trust NASDAQ Smartphone Index Fund
FONE
FONE was delisted on the 29th of May, 2019.
10 hedge funds and large institutions have $1.89M invested in First Trust NASDAQ Smartphone Index Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
15% more capital invested
Capital invested by funds: $1.65M → $1.89M (+$240K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$258K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$155K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$134K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$31.6K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$234K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$183K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$19.4K |
| 4 |
Citigroup
New York
|
-$10.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.06M | -$183K | -5,373 | -15% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $277K | +$134K | +3,947 | +102% |
|
|
3
Morgan Stanley
New York
| $274K | +$258K | +7,582 | +4,956% |
|
|
BRWA
4
B. Riley Wealth Advisors
Boca Raton,
Florida
| $161K | +$155K | +4,550 | New |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $40K | +$31.6K | +927 | +464% |
|
|
6
Citigroup
New York
| $26K | -$10.2K | -300 | -29% |
|
|
U
7
UBS
Zurich,
Switzerland
| $25K | -$19.4K | -571 | -45% |
|
|
WA
8
WealthTrust-Arizona
Scottsdale,
Arizona
| $7K | – | – | – |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $7K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $7K | +$7.08K | +208 | New |
|
|
11
Jane Street
New York
| – | -$234K | -7,015 | Closed |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | -$1K | -30 | Closed |
|
FONE Hedge Fund Activity: Q1 2014 in Review
10 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q1 2014, worth a combined $1.89M — up 15% from $1.65M a quarter earlier.
Fund positioning in FONE was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $258K. The largest seller was Jane Street, exiting entirely with an estimated $234K sold.
- 10 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $1.89M of First Trust NASDAQ Smartphone Index Fund stock for Q1 2014, up 15% quarter-over-quarter.
- 2 funds opened new First Trust NASDAQ Smartphone Index Fund positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest First Trust NASDAQ Smartphone Index Fund buyer in Q1 2014 was Morgan Stanley, an estimated $258K added.
- The largest First Trust NASDAQ Smartphone Index Fund seller in Q1 2014 was Jane Street, an estimated $234K sold.
Based on aggregated 13F filings for Q1 2014.