First Trust NASDAQ Smartphone Index Fund
FONE
FONE was delisted on the 29th of May, 2019.
12 hedge funds and large institutions have $6.3M invested in First Trust NASDAQ Smartphone Index Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
71% more capital invested
Capital invested by funds: $3.69M → $6.3M (+$2.61M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.38M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$219K |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
+$27.2K |
| 5 |
Morgan Stanley
New York
|
+$7.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$167K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $2.56M | +$1.38M | +27,933 | +121% |
|
|
2
Jane Street
New York
| $2.39M | +$1.02M | +20,629 | +76% |
|
|
SI
3
SII Investments
Appleton,
Wisconsin
| $397K | +$27.2K | +551 | +8% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $261K | -$167K | -3,379 | -39% |
|
|
5
Citadel Advisors
Miami,
Florida
| $223K | +$219K | +4,441 | New |
|
|
6
Morgan Stanley
New York
| $165K | +$7.39K | +150 | +5% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $159K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $84K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $39K | – | – | – |
|
|
EWM
10
Evercore Wealth Management
New York
| $20K | – | – | – |
|
|
WT
11
Whittier Trust
South Pasadena,
California
| $2K | – | – | – |
|
|
12
Creative Planning
Overland Park,
Kansas
| – | -$10K | -210 | Closed |
|
FONE Hedge Fund Activity: Q3 2017 in Review
12 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q3 2017, worth a combined $6.3M — up 71% from $3.69M a quarter earlier.
Fund positioning in FONE was balanced in Q3 2017: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $1.38M. The largest seller was Susquehanna International Group, cutting an estimated $167K.
- 12 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $6.3M of First Trust NASDAQ Smartphone Index Fund stock for Q3 2017, up 71% quarter-over-quarter.
- 1 fund opened new First Trust NASDAQ Smartphone Index Fund positions in Q3 2017 and 1 closed out, a net change of 0 holders.
- The largest First Trust NASDAQ Smartphone Index Fund buyer in Q3 2017 was UBS Group, an estimated $1.38M added.
- The largest First Trust NASDAQ Smartphone Index Fund seller in Q3 2017 was Susquehanna International Group, an estimated $167K sold.
Based on aggregated 13F filings for Q3 2017.