Sandy Spring Bank’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$42.2K	Hold	387	–	–	﹤0.01%	601
2024 Q4	$44.8K	Hold	387	–	–	﹤0.01%	603
2024 Q3	$45.3K	Hold	387	–	–	﹤0.01%	602
2024 Q2	$42K	Hold	387	–	–	﹤0.01%	622
2024 Q1	$43.9K	Hold	387	–	–	﹤0.01%	608
2023 Q4	$40.4K	Hold	387	–	–	﹤0.01%	602
2023 Q3	$35.6K	Buy	+387	New	+$37.4K	﹤0.01%	604

Other funds holding FNX

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sandy Spring Bank held its First Trust Mid Cap Core AlphaDEX Fund (FNX) position steady in Q1 2025 at 387 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Sandy Spring Bank first reported a position in FNX in Q3 2023 and has held it in 7 quarters since. The position peaked at $45.3K in Q3 2024. 180 funds tracked by Wall St. Rank hold FNX as of Q1 2025.

Sandy Spring Bank held 387 shares of First Trust Mid Cap Core AlphaDEX Fund worth $42.2K as of Q1 2025.
Sandy Spring Bank left its First Trust Mid Cap Core AlphaDEX Fund share count unchanged in Q1 2025.
First Trust Mid Cap Core AlphaDEX Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #601 holding.
Sandy Spring Bank first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2023 and has held it in 7 quarters since.
Sandy Spring Bank's First Trust Mid Cap Core AlphaDEX Fund position peaked at $45.3K in Q3 2024.
180 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2025.

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