First Trust NASDAQ Smartphone Index Fund
FONE
FONE was delisted on the 29th of May, 2019.
13 hedge funds and large institutions have $3.62M invested in First Trust NASDAQ Smartphone Index Fund in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
8% more funds holding
Funds holding: 12 → 13 (+1)
43% less capital invested
Capital invested by funds: $6.3M → $3.62M (-$2.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$463K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$42.3K |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$25.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.8K |
| 5 |
Morgan Stanley
New York
|
+$7.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.26M |
| 2 |
Jane Street
New York
|
-$1.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$29.8K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.31M | -$1.18M | -22,749 | -48% |
|
|
2
Citadel Advisors
Miami,
Florida
| $699K | +$463K | +8,913 | +201% |
|
|
SI
3
SII Investments
Appleton,
Wisconsin
| $436K | +$25.7K | +496 | +6% |
|
|
4
UBS Group
Zurich,
Switzerland
| $383K | -$2.26M | -43,622 | -86% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $314K | +$42.3K | +815 | +16% |
|
|
6
Morgan Stanley
New York
| $180K | +$7.68K | +148 | +4% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $177K | +$10.8K | +209 | +7% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $81K | -$6.44K | -124 | -7% |
|
|
EWM
9
Evercore Wealth Management
New York
| $21K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| $10K | -$29.8K | -575 | -74% |
|
|
APA
11
American Portfolios Advisors
Holbrook,
New York
| $5.22K | +$5.19K | +100 | New |
|
|
WT
12
Whittier Trust
South Pasadena,
California
| $2K | – | – | – |
|
FONE Hedge Fund Activity: Q4 2017 in Review
13 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q4 2017, worth a combined $3.62M — down 43% from $6.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FONE positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $463K. The largest seller was UBS Group, cutting an estimated $2.26M.
- 13 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q4 2017, up from 12 in Q3 2017.
- Funds reported $3.62M of First Trust NASDAQ Smartphone Index Fund stock for Q4 2017, down 43% quarter-over-quarter.
- 1 fund opened new First Trust NASDAQ Smartphone Index Fund positions in Q4 2017 and 0 closed out, a net change of +1 holder.
- The largest First Trust NASDAQ Smartphone Index Fund buyer in Q4 2017 was Citadel Advisors, an estimated $463K added.
- The largest First Trust NASDAQ Smartphone Index Fund seller in Q4 2017 was UBS Group, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2017.