Wealthcare Advisory Partners’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Wealthcare Advisory Partners’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
2023 Q1	–	Sell	-113,334	Closed	-$5.96M	–	732
2022 Q4	$5.96M	Buy	+113,334	New	+$6.17M	0.28%	69
2021 Q2	–	Sell	-135	Closed	-$8K	–	1537
2021 Q1	$8K	Buy	+135	New	+$7.12K	﹤0.01%	1531
2020 Q2	–	Sell	-135	Closed	-$4K	–	1099
2020 Q1	$4K	Hold	135	–	–	﹤0.01%	1175
2019 Q4	$7K	Hold	135	–	–	﹤0.01%	1042
2019 Q3	$6K	Buy	+135	New	+$6.38K	﹤0.01%	1039
2018 Q3	–	Sell	-81	Closed	-$4K	–	1288
2018 Q2	$4K	Buy	+81	New	+$4.49K	﹤0.01%	1034

Other funds holding QABA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CAG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealthcare Advisory Partners's QABA Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2023, closing a stake of 113,334 shares — an estimated $5.96M sold.

Wealthcare Advisory Partners first reported a position in QABA in Q2 2018 and held it in 6 quarters. The position peaked at $5.96M in Q4 2022. 48 funds tracked by Wall St. Rank hold QABA as of Q1 2023.

Wealthcare Advisory Partners reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 113,334 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2023, an estimated $5.96M.
Wealthcare Advisory Partners first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q2 2018 and held it in 6 quarters.
Wealthcare Advisory Partners's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $5.96M in Q4 2022.
48 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.