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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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17 hedge funds and large institutions have $2.78M invested in First Trust NASDAQ Smartphone Index Fund in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $2.51M → $2.78M (+$269K)

6% more funds holding

Funds holding: 16 → 17 (+1)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$474K
2
BRWA
B. Riley Wealth Advisors
Florida
+$121K
3
UBS Group
UBS Group
Switzerland
+$19.6K
4
Bank of America
Bank of America
North Carolina
+$14.4K
5
MFS
MSI Financial Services
Massachusetts
+$3.25K

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$382K
2
Morgan Stanley
Morgan Stanley
New York
-$62.6K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$50.8K
4
TRCT
Tower Research Capital (TRC)
New York
-$14.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$877K +$474K +12,806 +113%
BRWA
2
B. Riley Wealth Advisors
Florida
$588K +$121K +3,281 +25%
UBS Group
3
UBS Group
Switzerland
$399K +$19.6K +529 +5%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$390K -$382K -10,328 -49%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$329K -$50.8K -1,372 -13%
Creative Planning
6
Creative Planning
Kansas
$51K – – –
Morgan Stanley
7
Morgan Stanley
New York
$49K -$62.6K -1,692 -55%
Bank of America
8
Bank of America
North Carolina
$35K +$14.4K +389 +68%
EWM
9
Evercore Wealth Management
New York
$15K – – –
Citigroup
10
Citigroup
New York
$14K – – –
IWMPD
11
Integrated Wealth Management (Palm Desert)
California
$14K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$4K -$14.4K -389 -80%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4K – – –
AIG
14
American International Group
New York
$3K – – –
MFS
15
MSI Financial Services
Massachusetts
$3K +$3.25K +88 New
DADC
16
D.A. Davidson & Co
Montana
$2K – – –

FONE Hedge Fund Activity: Q4 2015 in Review

17 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q4 2015, worth a combined $2.78M — up 11% from $2.51M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FONE positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $474K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $382K.

  • 17 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q4 2015, up from 16 in Q3 2015.
  • Funds reported $2.78M of First Trust NASDAQ Smartphone Index Fund stock for Q4 2015, up 11% quarter-over-quarter.
  • 1 fund opened new First Trust NASDAQ Smartphone Index Fund positions in Q4 2015 and 0 closed out, a net change of +1 holder.
  • The largest First Trust NASDAQ Smartphone Index Fund buyer in Q4 2015 was Jane Street, an estimated $474K added.
  • The largest First Trust NASDAQ Smartphone Index Fund seller in Q4 2015 was Ladenburg Thalmann Financial Services, an estimated $382K sold.

Based on aggregated 13F filings for Q4 2015.