Clearwater Capital Advisors’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Clearwater Capital 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
2019 Q2	–	Sell	-4,743	Closed	-$219K	–	189
2019 Q1	$219K	Sell	4,743 -3,449	-42%	-$165K	0.04%	187
2018 Q4	$353K	Sell	8,192 -4,402	-35%	-$213K	0.08%	163
2018 Q3	$672K	Hold	12,594	–	–	0.13%	123
2018 Q2	$690K	Sell	12,594 -64	-0.5%	-$3.55K	0.14%	117
2018 Q1	$671K	Sell	12,658 -182	-1%	-$9.85K	0.14%	116
2017 Q4	$673K	Hold	12,840	–	–	0.15%	110
2017 Q3	$679K	Hold	12,840	–	–	0.16%	110
2017 Q2	$652K	Hold	12,840	–	–	0.17%	105
2017 Q1	$629K	Buy	+12,840	New	+$666K	0.17%	103

Other funds holding QABA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearwater Capital Advisors's QABA Position: Q2 2019 in Review

Clearwater Capital Advisors sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q2 2019, closing a stake of 4,743 shares — an estimated $219K sold.

Clearwater Capital Advisors first reported a position in QABA in Q1 2017 and held it in 9 quarters. The position peaked at $690K in Q2 2018. 61 funds tracked by Wall St. Rank hold QABA as of Q2 2019.

Clearwater Capital Advisors reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q2 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 4,743 First Trust NASDAQ ABA Community Bank Index Fund shares in Q2 2019, an estimated $219K.
Clearwater Capital Advisors first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q1 2017 and held it in 9 quarters.
Clearwater Capital Advisors's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $690K in Q2 2018.
61 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q2 2019.

Based on Clearwater Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.