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First Trust NASDAQ ABA Community Bank Index Fund

48 hedge funds and large institutions have $85M invested in First Trust NASDAQ ABA Community Bank Index Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

17% more funds holding

Funds holding: 4148 (+7)

16% more capital invested

Capital invested by funds: $73.6M → $85M (+$11.4M)

0.88% more ownership

Funds ownership: 68.71%69.59% (+0.88%)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.5M +$2.16M +37,749 +11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.83M -$2.47M -43,191 -20%
UBS Group
3
UBS Group
Switzerland
$9.07M -$380K -6,645 -4%
LPL Financial
4
LPL Financial
California
$8.4M +$3.82M +66,817 +79%
Wells Fargo
5
Wells Fargo
California
$6.1M +$4.02M +70,324 +178%
Bank of America
6
Bank of America
North Carolina
$5.07M -$1.84M -32,070 -26%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.44M +$257K +4,491 +11%
Goldman Sachs
8
Goldman Sachs
New York
$2.4M +$185K +3,225 +8%
Truist Financial
9
Truist Financial
North Carolina
$2.03M +$125K +2,184 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.01M +$2.07M +36,221 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.88M +$326K +5,702 +20%
IAA
12
Independent Advisor Alliance
North Carolina
$1.69M +$1.74M +30,352 New
KTA
13
Keeley-Teton Advisors
Illinois
$1.58M -$51.5K -900 -3%
NP
14
Nilsine Partners
Colorado
$1.41M -$21.6K -378 -1%
Stifel Financial
15
Stifel Financial
Missouri
$929K -$233K -4,069 -20%
Raymond James Financial
16
Raymond James Financial
Florida
$862K +$888K +15,519 New
HI
17
Harbour Investments
Wisconsin
$827K +$9.56K +167 +1%
Two Sigma Investments
18
Two Sigma Investments
New York
$789K -$177K -3,100 -18%
GWM
19
Greenwich Wealth Management
Connecticut
$751K +$14.3K +250 +2%
SFM
20
Signet Financial Management
New Jersey
$648K +$137K +2,386 +26%
CCM
21
Cutler Capital Management
Massachusetts
$443K -$4.24K -74 -0.9%
Osaic Holdings
22
Osaic Holdings
Arizona
$443K -$741K -12,956 -62%
TSMHT
23
Thurston Springer Miller Herd & Titak
Indiana
$389K +$401K +7,009 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$367K -$60.6K -1,058 -14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$328K -$4.92K -86 -1%

QABA Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ ABA Community Bank Index Fund (QABA) for Q4 2024, worth a combined $85M — up 16% from $73.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new QABA positions and 6 closed out — a net gain of 9 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.02M. The largest seller was Royal Bank of Canada, cutting an estimated $2.47M.

  • 48 institutional investors held First Trust NASDAQ ABA Community Bank Index Fund (QABA) as of Q4 2024, up from 41 in Q3 2024.
  • Funds reported $85M of First Trust NASDAQ ABA Community Bank Index Fund stock for Q4 2024, up 16% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ ABA Community Bank Index Fund positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest First Trust NASDAQ ABA Community Bank Index Fund buyer in Q4 2024 was Wells Fargo, an estimated $4.02M added.
  • The largest First Trust NASDAQ ABA Community Bank Index Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2024.