First Trust NASDAQ Smartphone Index Fund
FONE
FONE was delisted on the 29th of May, 2019.
11 hedge funds and large institutions have $2.38M invested in First Trust NASDAQ Smartphone Index Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
26% more capital invested
Capital invested by funds: $1.89M → $2.38M (+$499K)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$526K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$105K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$51.1K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$9.09K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$73 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$283K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$73.7K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.07M | -$73.7K | -2,027 | -7% |
|
|
2
Morgan Stanley
New York
| $846K | +$526K | +14,464 | +187% |
|
|
BRWA
3
B. Riley Wealth Advisors
Boca Raton,
Florida
| $183K | +$9.09K | +250 | +5% |
|
|
U
4
UBS
Zurich,
Switzerland
| $137K | +$105K | +2,885 | +409% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $96K | +$51.1K | +1,405 | +125% |
|
6
Citigroup
New York
| $28K | – | – | – |
|
|
WA
7
WealthTrust-Arizona
Scottsdale,
Arizona
| $8K | – | – | – |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| $8K | – | – | – |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $7K | +$7.27K | +200 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$283K | -7,786 | -100% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$7K | -208 | Closed |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | +$73 | +2 | New |
|
FONE Hedge Fund Activity: Q2 2014 in Review
11 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q2 2014, worth a combined $2.38M — up 26% from $1.89M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FONE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $526K. The largest seller was Royal Bank of Canada, cutting an estimated $283K.
- 11 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q2 2014, up from 10 in Q1 2014.
- Funds reported $2.38M of First Trust NASDAQ Smartphone Index Fund stock for Q2 2014, up 26% quarter-over-quarter.
- 2 funds opened new First Trust NASDAQ Smartphone Index Fund positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest First Trust NASDAQ Smartphone Index Fund buyer in Q2 2014 was Morgan Stanley, an estimated $526K added.
- The largest First Trust NASDAQ Smartphone Index Fund seller in Q2 2014 was Royal Bank of Canada, an estimated $283K sold.
Based on aggregated 13F filings for Q2 2014.