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

Simplicity Wealth’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
2025
Q1 		– Sell
-4,055
Closed -$225K – 593
2024
Q4 		$225K Buy
+4,055
New +$232K 0.05% 287

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Wealth's QABA Position: Q1 2025 in Review

Simplicity Wealth sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2025, closing a stake of 4,055 shares — an estimated $225K sold.

Simplicity Wealth first reported a position in QABA in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 43 funds tracked by Wall St. Rank hold QABA as of Q1 2025.

  • Simplicity Wealth reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 4,055 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2025, an estimated $225K.
  • Simplicity Wealth first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q4 2024 and held it in 1 quarter.
  • Simplicity Wealth's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $225K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.