Sandy Spring Bank’s First Trust US Equity Opportunities ETF FPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$44.7K	Hold	400	–	–	﹤0.01%	595
2024 Q4	$47.8K	Hold	400	–	–	﹤0.01%	592
2024 Q3	$44.1K	Hold	400	–	–	﹤0.01%	610
2024 Q2	$39.7K	Hold	400	–	–	﹤0.01%	635
2024 Q1	$42.3K	Hold	400	–	–	﹤0.01%	616
2023 Q4	$38.4K	Hold	400	–	–	﹤0.01%	611
2023 Q3	$33.6K	Hold	400	–	–	﹤0.01%	617
2023 Q2	$35.3K	Hold	400	–	–	﹤0.01%	613
2023 Q1	$33.6K	Sell	400 -131	-25%	-$10.9K	﹤0.01%	600
2022 Q4	$41.8K	Hold	531	–	–	﹤0.01%	563
2022 Q3	$43K	Hold	531	–	–	﹤0.01%	534
2022 Q2	$44K	Hold	531	–	–	﹤0.01%	539
2022 Q1	$58K	Hold	531	–	–	﹤0.01%	512
2021 Q4	$65K	Buy	531 +131	+33%	+$16.6K	﹤0.01%	521
2021 Q3	$49K	Hold	400	–	–	﹤0.01%	557
2021 Q2	$51K	Hold	400	–	–	﹤0.01%	562
2021 Q1	$48K	Hold	400	–	–	﹤0.01%	518
2020 Q4	$47K	Hold	400	–	–	﹤0.01%	493
2020 Q3	$39K	Hold	400	–	–	﹤0.01%	499
2020 Q2	$34K	Hold	400	–	–	﹤0.01%	515
2020 Q1	$25K	Hold	400	–	–	﹤0.01%	538
2019 Q4	$32K	Hold	400	–	–	﹤0.01%	539
2019 Q3	$30K	Hold	400	–	–	﹤0.01%	551
2019 Q2	$31K	Hold	400	–	–	﹤0.01%	538
2019 Q1	$30K	Hold	400	–	–	﹤0.01%	518
2018 Q4	$25K	Hold	400	–	–	﹤0.01%	537
2018 Q3	$30K	Hold	400	–	–	﹤0.01%	530
2018 Q2	$29K	Hold	400	–	–	﹤0.01%	534
2018 Q1	$27K	Hold	400	–	–	﹤0.01%	549
2017 Q4	$27K	Hold	400	–	–	﹤0.01%	545
2017 Q3	$26K	Hold	400	–	–	﹤0.01%	533
2017 Q2	$24K	Hold	400	–	–	﹤0.01%	556
2017 Q1	$23K	Buy	+400	New	+$22.6K	﹤0.01%	566

Other funds holding FPX

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

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

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

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

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

Sandy Spring Bank held its First Trust US Equity Opportunities ETF (FPX) position steady in Q1 2025 at 400 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Sandy Spring Bank first reported a position in FPX in Q1 2017 and has held it in 33 quarters since. The position peaked at $65K in Q4 2021. 163 funds tracked by Wall St. Rank hold FPX as of Q1 2025.

Sandy Spring Bank held 400 shares of First Trust US Equity Opportunities ETF worth $44.7K as of Q1 2025.
Sandy Spring Bank left its First Trust US Equity Opportunities ETF share count unchanged in Q1 2025.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #595 holding.
Sandy Spring Bank first reported a position in First Trust US Equity Opportunities ETF in Q1 2017 and has held it in 33 quarters since.
Sandy Spring Bank's First Trust US Equity Opportunities ETF position peaked at $65K in Q4 2021.
163 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2025.

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