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Sandy Spring Bank’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Sandy Spring Bank’s Portfolio FJP Stock Details FJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.73K Hold
86
– – ﹤0.01% 952
2024
Q4 		$4.46K Hold
86
– – ﹤0.01% 987
2024
Q3 		$4.68K Hold
86
– – ﹤0.01% 964
2024
Q2 		$4.45K Buy
+86
New +$4.54K ﹤0.01% 1001

Other funds holding FJP

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sandy Spring Bank held its First Trust Japan AlphaDEX Fund (FJP) position steady in Q1 2025 at 86 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Sandy Spring Bank first reported a position in FJP in Q2 2024 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold FJP as of Q1 2025.

  • Sandy Spring Bank held 86 shares of First Trust Japan AlphaDEX Fund worth $4.73K as of Q1 2025.
  • Sandy Spring Bank left its First Trust Japan AlphaDEX Fund share count unchanged in Q1 2025.
  • First Trust Japan AlphaDEX Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #952 holding.
  • Sandy Spring Bank first reported a position in First Trust Japan AlphaDEX Fund in Q2 2024 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q1 2025.

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