Sandy Spring Bank’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Sandy Spring Bank’s Portfolio FEX Stock Details FEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$15.4K	Hold	150	–	–	﹤0.01%	779
2024 Q4	$15.6K	Hold	150	–	–	﹤0.01%	790
2024 Q3	$15.6K	Hold	150	–	–	﹤0.01%	788
2024 Q2	$14.5K	Hold	150	–	–	﹤0.01%	817
2024 Q1	$14.9K	Hold	150	–	–	﹤0.01%	796
2023 Q4	$13.5K	Hold	150	–	–	﹤0.01%	773
2023 Q3	$12.2K	Hold	150	–	–	﹤0.01%	790
2023 Q2	$12.6K	Hold	150	–	–	﹤0.01%	796
2023 Q1	$12.1K	Hold	150	–	–	﹤0.01%	785
2022 Q4	$12K	Hold	150	–	–	﹤0.01%	784
2022 Q3	$11K	Hold	150	–	–	﹤0.01%	779
2022 Q2	$11K	Buy	+150	New	+$12.4K	﹤0.01%	812

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sandy Spring Bank's FEX Position: Q1 2025 in Review

Sandy Spring Bank held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q1 2025 at 150 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Sandy Spring Bank first reported a position in FEX in Q2 2022 and has held it in 12 quarters since. The position peaked at $15.6K in Q4 2024. 197 funds tracked by Wall St. Rank hold FEX as of Q1 2025.

Sandy Spring Bank held 150 shares of First Trust Large Cap Core AlphaDEX Fund worth $15.4K as of Q1 2025.
Sandy Spring Bank left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q1 2025.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #779 holding.
Sandy Spring Bank first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2022 and has held it in 12 quarters since.
Sandy Spring Bank's First Trust Large Cap Core AlphaDEX Fund position peaked at $15.6K in Q4 2024.
197 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.