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Advocacy Wealth Management Services’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Advocacy Wealth Management Services’s Portfolio QABA Stock Details QABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1
Closed – – 338
2016
Q4 		$0 Buy
+1
New +$47 ﹤0.01% 368

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SkyTop Capital Management Rutherford, New Jersey $96.8M AUM 2.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Advocacy Wealth Management Services's QABA Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2017, closing a stake of 1 share.

Advocacy Wealth Management Services first reported a position in QABA in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 76 funds tracked by Wall St. Rank hold QABA as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1 First Trust NASDAQ ABA Community Bank Index Fund share in Q1 2017.
  • Advocacy Wealth Management Services first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $0 in Q4 2016.
  • 76 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.