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OneDigital Investment Advisors’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

OneDigital Investment 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
2022
Q4 		– Sell
-4,530
Closed -$228K – 848
2022
Q3 		$228K Hold
4,530
– – 0.01% 674
2022
Q2 		$225K Buy
+4,530
New +$236K 0.01% 626

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's QABA Position: Q4 2022 in Review

OneDigital Investment Advisors sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q4 2022, closing a stake of 4,530 shares — an estimated $228K sold.

OneDigital Investment Advisors first reported a position in QABA in Q2 2022 and held it in 2 quarters. The position peaked at $228K in Q3 2022. 63 funds tracked by Wall St. Rank hold QABA as of Q4 2022.

  • OneDigital Investment Advisors reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q4 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,530 First Trust NASDAQ ABA Community Bank Index Fund shares in Q4 2022, an estimated $228K.
  • OneDigital Investment Advisors first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q2 2022 and held it in 2 quarters.
  • OneDigital Investment Advisors's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $228K in Q3 2022.
  • 63 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q4 2022.

Based on OneDigital Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.