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FONE

First Trust NASDAQ Smartphone Index Fund
FONE

Delisted

FONE was delisted on the 29th of May, 2019.

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16 hedge funds and large institutions have $3.2M invested in First Trust NASDAQ Smartphone Index Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

23% more funds holding

Funds holding: 13 → 16 (+3)

17% more capital invested

Capital invested by funds: $2.74M → $3.2M (+$455K)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$283K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$256K
3
Bank of America
Bank of America
North Carolina
+$27K
4
UBS Group
UBS Group
Switzerland
+$21K
5
BRWA
B. Riley Wealth Advisors
Florida
+$3.27K

Top Sellers

Rank Fund Capital Flow
1
MFS
MSI Financial Services
Massachusetts
-$10K
2
Morgan Stanley
Morgan Stanley
New York
-$4.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.09M – – –
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$748K +$256K +6,260 +48%
BRWA
3
B. Riley Wealth Advisors
Florida
$389K +$3.27K +80 +0.8%
UBS Group
4
UBS Group
Switzerland
$334K +$21K +514 +6%
LPL Financial
5
LPL Financial
California
$263K +$283K +6,906 New
Morgan Stanley
6
Morgan Stanley
New York
$261K -$4.5K -110 -2%
Citigroup
7
Citigroup
New York
$29K – – –
Bank of America
8
Bank of America
North Carolina
$26K +$27K +660 New
EWM
9
Evercore Wealth Management
New York
$15K – – –
IWMPD
10
Integrated Wealth Management (Palm Desert)
California
$15K – – –
WA
11
WFG Advisors
Texas
$8K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$7K +$2.87K +70 +64%
AIG
13
American International Group
New York
$2.13K +$2.25K +55 New
DADC
14
D.A. Davidson & Co
Montana
$2K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2K +$2.42K +59 New
MFS
16
MSI Financial Services
Massachusetts
– -$10K -250 Closed

FONE Hedge Fund Activity: Q2 2015 in Review

16 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q2 2015, worth a combined $3.2M — up 17% from $2.74M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FONE positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $283K. The largest seller was MSI Financial Services, exiting entirely with an estimated $10K sold.

  • 16 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q2 2015, up from 13 in Q1 2015.
  • Funds reported $3.2M of First Trust NASDAQ Smartphone Index Fund stock for Q2 2015, up 17% quarter-over-quarter.
  • 4 funds opened new First Trust NASDAQ Smartphone Index Fund positions in Q2 2015 and 1 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Smartphone Index Fund buyer in Q2 2015 was LPL Financial, an estimated $283K added.
  • The largest First Trust NASDAQ Smartphone Index Fund seller in Q2 2015 was MSI Financial Services, an estimated $10K sold.

Based on aggregated 13F filings for Q2 2015.