First Trust NASDAQ Smartphone Index Fund
FONE
FONE was delisted on the 29th of May, 2019.
13 hedge funds and large institutions have $5.55M invested in First Trust NASDAQ Smartphone Index Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
28% more capital invested
Capital invested by funds: $4.32M → $5.55M (+$1.23M)
8% more funds holding
Funds holding: 12 → 13 (+1)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$466K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$361K |
| 3 |
LPL Financial
San Diego,
California
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$265K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$142K |
| 3 |
Morgan Stanley
New York
|
-$14.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.75M | +$466K | +9,999 | +22% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.17M | -$265K | -5,696 | -19% |
|
|
3
UBS Group
Zurich,
Switzerland
| $479K | -$7.64K | -164 | -2% |
|
|
CS
4
Credit Suisse
Zurich,
Switzerland
| $378K | +$361K | +7,762 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $241K | -$142K | -3,059 | -38% |
|
|
6
LPL Financial
San Diego,
California
| $236K | +$226K | +4,844 | New |
|
|
7
Morgan Stanley
New York
| $163K | -$14.4K | -310 | -8% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $76K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $48K | – | – | – |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $4.87K | – | – | – |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
WT
12
Whittier Trust
South Pasadena,
California
| $2K | – | – | – |
|
FONE Hedge Fund Activity: Q1 2019 in Review
13 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Smartphone Index Fund (FONE) for Q1 2019, worth a combined $5.55M — up 28% from $4.32M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FONE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $466K. The largest seller was Citadel Advisors, cutting an estimated $265K.
- 13 institutional investors held First Trust NASDAQ Smartphone Index Fund (FONE) as of Q1 2019, up from 12 in Q4 2018.
- Funds reported $5.55M of First Trust NASDAQ Smartphone Index Fund stock for Q1 2019, up 28% quarter-over-quarter.
- 2 funds opened new First Trust NASDAQ Smartphone Index Fund positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest First Trust NASDAQ Smartphone Index Fund buyer in Q1 2019 was Jane Street, an estimated $466K added.
- The largest First Trust NASDAQ Smartphone Index Fund seller in Q1 2019 was Citadel Advisors, an estimated $265K sold.
Based on aggregated 13F filings for Q1 2019.