Sandy Spring Bank’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29	Closed	-$1.25K	–	1254
2024 Q4	$1.25K	Sell	29 -158	-84%	-$6.92K	﹤0.01%	1094
2024 Q3	$8.46K	Hold	187	–	–	﹤0.01%	889
2024 Q2	$8.05K	Hold	187	–	–	﹤0.01%	905
2024 Q1	$8.15K	Hold	187	–	–	﹤0.01%	880
2023 Q4	$8.34K	Hold	187	–	–	﹤0.01%	848
2023 Q3	$7.87K	Hold	187	–	–	﹤0.01%	857
2023 Q2	$8.26K	Hold	187	–	–	﹤0.01%	875
2023 Q1	$8.43K	Hold	187	–	–	﹤0.01%	856
2022 Q4	$8.21K	Hold	187	–	–	﹤0.01%	851
2022 Q3	$8K	Hold	187	–	–	﹤0.01%	850
2022 Q2	$9K	Hold	187	–	–	﹤0.01%	850
2022 Q1	$9K	Buy	+187	New	+$9.58K	﹤0.01%	870

Other funds holding FIXD

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sandy Spring Bank sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 29 shares — an estimated $1.25K sold.

Sandy Spring Bank first reported a position in FIXD in Q1 2022 and held it in 12 quarters. The position peaked at $9K in Q2 2022. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

Sandy Spring Bank reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 29 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $1.25K.
Sandy Spring Bank first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2022 and held it in 12 quarters.
Sandy Spring Bank's First Trust Smith Opportunistic Fixed Income ETF position peaked at $9K in Q2 2022.
336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

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