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

LBA Wealth Management’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 		$21K Hold
406
– – 0.01% 267
2016
Q4 		$21K Sell
406
-543
-57% -$25.4K 0.01% 263
2016
Q3 		$39K Buy
+949
New +$38.1K 0.02% 218

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 $1.16B AUM 36.18% 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

LBA Wealth Management's QABA Position: Q1 2017 in Review

LBA Wealth Management held its First Trust NASDAQ ABA Community Bank Index Fund (QABA) position steady in Q1 2017 at 406 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #267.

LBA Wealth Management first reported a position in QABA in Q3 2016 and has held it in 3 quarters since. The position peaked at $39K in Q3 2016. 76 funds tracked by Wall St. Rank hold QABA as of Q1 2017.

  • LBA Wealth Management held 406 shares of First Trust NASDAQ ABA Community Bank Index Fund worth $21K as of Q1 2017.
  • LBA Wealth Management left its First Trust NASDAQ ABA Community Bank Index Fund share count unchanged in Q1 2017.
  • First Trust NASDAQ ABA Community Bank Index Fund made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #267 holding.
  • LBA Wealth Management first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q3 2016 and has held it in 3 quarters since.
  • LBA Wealth Management's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $39K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.