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Private Advisory Group’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Private Advisory Group’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
2024
Q4 		– Sell
-26,999
Closed -$1.43M – 237
2024
Q3 		$1.43M Buy
+26,999
New +$1.4M 0.17% 97

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Private Advisory Group's QABA Position: Q4 2024 in Review

Private Advisory Group sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q4 2024, closing a stake of 26,999 shares — an estimated $1.43M sold.

Private Advisory Group first reported a position in QABA in Q3 2024 and held it in 1 quarter. The position peaked at $1.43M in Q3 2024. 48 funds tracked by Wall St. Rank hold QABA as of Q4 2024.

  • Private Advisory Group reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q4 2024 after selling out during the quarter.
  • Private Advisory Group sold 26,999 First Trust NASDAQ ABA Community Bank Index Fund shares in Q4 2024, an estimated $1.43M.
  • Private Advisory Group first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q3 2024 and held it in 1 quarter.
  • Private Advisory Group's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $1.43M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.