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

Selective 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
2022 Q1	–	Sell	-500	Closed	-$30K	–	783
2021 Q4	$30K	Hold	500	–	–	0.01%	352
2021 Q3	$28K	Hold	500	–	–	0.01%	331
2021 Q2	$28K	Buy	+500	New	+$28.9K	0.02%	250

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Selective Wealth Management's QABA Position: Q1 2022 in Review

Selective Wealth Management sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2022, closing a stake of 500 shares — an estimated $30K sold.

Selective Wealth Management first reported a position in QABA in Q2 2021 and held it in 3 quarters. The position peaked at $30K in Q4 2021. 56 funds tracked by Wall St. Rank hold QABA as of Q1 2022.

Selective Wealth Management reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 500 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2022, an estimated $30K.
Selective Wealth Management first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q2 2021 and held it in 3 quarters.
Selective Wealth Management's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $30K in Q4 2021.
56 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.