AE Wealth Management’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-193,704
| Closed | -$10.2M | – | 1975 |
|
2022
Q4 | $10.2M | Buy |
+193,704
| New | +$10.2M | 0.07% | 316 |
|
2021
Q3 | – | Sell |
-10,718
| Closed | -$592K | – | 1669 |
|
2021
Q2 | $592K | Buy |
10,718
+4,108
| +62% | +$227K | 0.01% | 1082 |
|
2021
Q1 | $375K | Buy |
6,610
+1,638
| +33% | +$92.9K | ﹤0.01% | 1165 |
|
2020
Q4 | $223K | Buy |
+4,972
| New | +$223K | ﹤0.01% | 1245 |
|