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Summit Financial’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Summit Financial’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
2026
Q2 		$506K Sell
7,518
-1,411
-16% -$88.2K 0.01% 1088
2026
Q1 		$520K Buy
+8,929
New +$531K 0.01% 982

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Summit Financial's QABA Position: Q2 2026 in Review

Summit Financial reduced its First Trust NASDAQ ABA Community Bank Index Fund (QABA) stake by 16% in Q2 2026, selling an estimated $88.2K and leaving 7,518 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #1088.

Summit Financial first reported a position in QABA in Q1 2026 and has held it in 2 quarters since. The position peaked at $520K in Q1 2026. 44 funds tracked by Wall St. Rank hold QABA as of Q2 2026.

  • Summit Financial held 7,518 shares of First Trust NASDAQ ABA Community Bank Index Fund worth $506K as of Q2 2026.
  • Summit Financial sold 1,411 First Trust NASDAQ ABA Community Bank Index Fund shares in Q2 2026, an estimated $88.2K.
  • First Trust NASDAQ ABA Community Bank Index Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1088 holding.
  • Summit Financial first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $520K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.