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First Trust NASDAQ ABA Community Bank Index Fund

43 hedge funds and large institutions have $74.4M invested in First Trust NASDAQ ABA Community Bank Index Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 69.59%69.39% (-0.2%)

10% less funds holding

Funds holding: 4843 (-5)

13% less capital invested

Capital invested by funds: $85M → $74.4M (-$10.7M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
19
Closed
8
Calls
$507K
Puts
Net Calls
+$507K
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$316K +$35.2K +636 +12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$302K -$6.8K -123 -2%
ST
28
Spinnaker Trust
Maine
$300K
WFA
29
WMG Financial Advisors
Tennessee
$291K -$3.87K -70 -1%
MML Investors Services
30
MML Investors Services
Massachusetts
$225K -$3.26K -59 -1%
HI
31
Harbour Investments
Wisconsin
$152K -$663K -11,983 -80%
HWA
32
HHM Wealth Advisors
Tennessee
$75K
PTC
33
Private Trust Company
Ohio
$36.6K +$2.21K +40 +6%
IBOK
34
Independence Bank of Kentucky
Kentucky
$26.1K -$11.1K -200 -29%
SA
35
SRH Advisors
Kansas
$24K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$13.8K +$14.5K +263 New
DF
37
Dunhill Financial
United Kingdom
$11.9K
NA
38
NewEdge Advisors
Louisiana
$11.6K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$7.28K
SFGP
40
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.59K +$1.16K +21 +20%
PS
41
Principal Securities
Iowa
$6.42K
NS
42
NBC Securities
Alabama
$2K +$2.43K +44 New
FFA
43
Farther Finance Advisors
California
$1.82K +$1.94K +35 New
IAA
44
Independent Advisor Alliance
North Carolina
-$1.69M -30,352 Closed
M1FG
45
Mach-1 Financial Group
Arkansas
-$229K -4,130 Closed
BIP
46
Blueprint Investment Partners
North Carolina
-$225K -4,055 Closed
SW
47
Simplicity Wealth
New Jersey
-$225K -4,055 Closed
WA
48
Waverly Advisors
Alabama
-$208K -3,740 Closed
Comerica Bank
49
Comerica Bank
Texas
-$194K -3,484 Closed
US Bancorp
50
US Bancorp
Minnesota
-$10.6K -191 Closed

QABA Hedge Fund Activity: Q1 2025 in Review

43 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ ABA Community Bank Index Fund (QABA) for Q1 2025, worth a combined $74.4M — down 13% from $85M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of QABA and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was Lumbard & Kellner, opening a new position worth an estimated $3.19M. The largest seller was Morgan Stanley, cutting an estimated $5.33M.

  • 43 institutional investors held First Trust NASDAQ ABA Community Bank Index Fund (QABA) as of Q1 2025, down from 48 in Q4 2024.
  • Funds reported $74.4M of First Trust NASDAQ ABA Community Bank Index Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 5 funds opened new First Trust NASDAQ ABA Community Bank Index Fund positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest First Trust NASDAQ ABA Community Bank Index Fund buyer in Q1 2025 was Lumbard & Kellner, an estimated $3.19M added.
  • The largest First Trust NASDAQ ABA Community Bank Index Fund seller in Q1 2025 was Morgan Stanley, an estimated $5.33M sold.

Based on aggregated 13F filings for Q1 2025.