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Simplicity Solutions’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-4,949
Closed -$222K – 851
2020
Q4 		$222K Buy
+4,949
New +$199K ﹤0.01% 881

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplicity Solutions's QABA Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2021, closing a stake of 4,949 shares — an estimated $222K sold.

Simplicity Solutions first reported a position in QABA in Q4 2020 and held it in 1 quarter. The position peaked at $222K in Q4 2020. 51 funds tracked by Wall St. Rank hold QABA as of Q1 2021.

  • Simplicity Solutions reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 4,949 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2021, an estimated $222K.
  • Simplicity Solutions first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $222K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.