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BDO Wealth Advisors’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

BDO Wealth Advisors’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
2018
Q1 		– Sell
-406
Closed -$21K – 605
2017
Q4 		$21K Hold
406
– – 0.01% 272
2017
Q3 		$21K Hold
406
– – 0.01% 256
2017
Q2 		$21K Buy
+406
New +$20.2K 0.01% 303

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BDO Wealth Advisors's QABA Position: Q1 2018 in Review

BDO Wealth Advisors sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2018, closing a stake of 406 shares — an estimated $21K sold.

BDO Wealth Advisors first reported a position in QABA in Q2 2017 and held it in 3 quarters. The position peaked at $21K in Q4 2017. 72 funds tracked by Wall St. Rank hold QABA as of Q1 2018.

  • BDO Wealth Advisors reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 406 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2018, an estimated $21K.
  • BDO Wealth Advisors first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q2 2017 and held it in 3 quarters.
  • BDO Wealth Advisors's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $21K in Q4 2017.
  • 72 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.