First Trust NASDAQ Smartphone Index Fund
FONE
FONE was delisted on the 29th of May, 2019.
12 hedge funds and large institutions have $7.11M invested in First Trust NASDAQ Smartphone Index Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
38% more capital invested
Capital invested by funds: $5.17M → $7.11M (+$1.94M)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$895K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$359K |
| 4 |
LPL Financial
San Diego,
California
|
+$227K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $4.05M | +$1.93M | +39,227 | +92% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.59M | +$895K | +18,180 | +130% |
|
|
3
UBS Group
Zurich,
Switzerland
| $523K | +$178K | +3,619 | +52% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $361K | +$359K | +7,300 | New |
|
|
5
LPL Financial
San Diego,
California
| $227K | +$227K | +4,604 | New |
|
|
6
Morgan Stanley
New York
| $200K | -$116K | -2,356 | -37% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $82K | +$148 | +3 | +0.2% |
|
8
Bank of America
Charlotte,
North Carolina
| $63K | +$4.23K | +86 | +7% |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $4.94K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
WT
11
Whittier Trust
South Pasadena,
California
| $2K | – | – | – |
|
FONE Hedge Fund Activity: Q3 2018 in Review
12 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q3 2018, worth a combined $7.11M — up 38% from $5.17M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FONE positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $1.93M. The largest seller was Morgan Stanley, cutting an estimated $116K.
- 12 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q3 2018, up from 11 in Q2 2018.
- Funds reported $7.11M of First Trust NASDAQ Smartphone Index Fund stock for Q3 2018, up 38% quarter-over-quarter.
- 2 funds opened new First Trust NASDAQ Smartphone Index Fund positions in Q3 2018 and 0 closed out, a net change of +2 holders.
- The largest First Trust NASDAQ Smartphone Index Fund buyer in Q3 2018 was Jane Street, an estimated $1.93M added.
- The largest First Trust NASDAQ Smartphone Index Fund seller in Q3 2018 was Morgan Stanley, an estimated $116K sold.
Based on aggregated 13F filings for Q3 2018.