Waverly Advisors, LLC
Position in QABA — First Trust NASDAQ ABA Community Bank Index Fund
CIK 1568787
BIRMINGHAM, AL
Position in QABA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$203,840
-$6,497 QoQ
Shares Held
3,500
-6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QABA Over Time
Shares Held
Position Value (USD)
All Filings in QABA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,840 | 3,500 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $210,337 | 3,746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $202,870 | 3,743 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $207,757 | 3,740 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||