Sandy Spring Bank’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$9.83K	Hold	559	–	–	﹤0.01%	845
2024 Q4	$9.89K	Buy	+559	New	+$10K	﹤0.01%	854
2019 Q1	–	Sell	-401	Closed	-$7K	–	786
2018 Q4	$7K	Hold	401	–	–	﹤0.01%	699
2018 Q3	$8K	Hold	401	–	–	﹤0.01%	693
2018 Q2	$8K	Hold	401	–	–	﹤0.01%	683
2018 Q1	$8K	Hold	401	–	–	﹤0.01%	709
2017 Q4	$8K	Hold	401	–	–	﹤0.01%	712
2017 Q3	$8K	Sell	401 -550	-58%	-$11.1K	﹤0.01%	697
2017 Q2	$19K	Buy	+951	New	+$18.8K	﹤0.01%	585

Other funds holding FPE

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

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

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

Sandy Spring Bank held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q1 2025 at 559 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Sandy Spring Bank first reported a position in FPE in Q2 2017 and has held it in 9 quarters since. The position peaked at $19K in Q2 2017. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

Sandy Spring Bank held 559 shares of First Trust Preferred Securities and Income ETF worth $9.83K as of Q1 2025.
Sandy Spring Bank left its First Trust Preferred Securities and Income ETF share count unchanged in Q1 2025.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #845 holding.
Sandy Spring Bank first reported a position in First Trust Preferred Securities and Income ETF in Q2 2017 and has held it in 9 quarters since.
Sandy Spring Bank's First Trust Preferred Securities and Income ETF position peaked at $19K in Q2 2017.
442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

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