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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
Morgan Stanley
1
Morgan Stanley
New York
$15.2M -$5.33M -96,306 -25%
UBS Group
2
UBS Group
Switzerland
$9M +$491K +8,875 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.09M -$1.23M -22,319 -13%
Wells Fargo
4
Wells Fargo
California
$7.34M +$1.69M +30,650 +28%
LPL Financial
5
LPL Financial
California
$5.82M -$2.21M -39,918 -26%
Bank of America
6
Bank of America
North Carolina
$5.74M +$1.03M +18,625 +20%
LK
7
Lumbard & Kellner
New Hampshire
$3.02M +$3.19M +57,700 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.38M +$81.3K +1,470 +3%
Two Sigma Investments
9
Two Sigma Investments
New York
$2.25M +$1.59M +28,800 +203%
Goldman Sachs
10
Goldman Sachs
New York
$2.09M -$178K -3,225 -7%
Truist Financial
11
Truist Financial
North Carolina
$2.03M +$126K +2,275 +6%
KTA
12
Keeley-Teton Advisors
Illinois
$1.27M -$239K -4,320 -15%
NP
13
Nilsine Partners
Colorado
$1.18M -$157K -2,843 -11%
VF
14
Virtu Financial
New York
$1.09M +$1.16M +20,934 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$880K -$1.07M -19,393 -54%
Stifel Financial
16
Stifel Financial
Missouri
$745K -$137K -2,470 -15%
GWM
17
Greenwich Wealth Management
Connecticut
$707K
Raymond James Financial
18
Raymond James Financial
Florida
$683K -$136K -2,464 -16%
Citadel Advisors
19
Citadel Advisors
Florida
$657K -$1.17M -21,196 -63%
SFM
20
Signet Financial Management
New Jersey
$587K -$24.1K -436 -4%
CCM
21
Cutler Capital Management
Massachusetts
$413K -$4.09K -74 -0.9%
TSMHT
22
Thurston Springer Miller Herd & Titak
Indiana
$408K +$44K +796 +11%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$327K -$19.7K -357 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$327K -$95K -1,718 -22%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$324K +$29.3K +530 +9%

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.