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Sandy Spring Bank’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

Sandy Spring Bank’s Portfolio FPXI Stock Details FPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$53.6K Sell
1,138
-38
-3% -$1.89K ﹤0.01% 562
2024
Q4 		$55.5K Buy
1,176
+2
+0.2% +$98 ﹤0.01% 557
2024
Q3 		$56.8K Buy
1,174
+1
+0.1% +$47 ﹤0.01% 565
2024
Q2 		$55.2K Buy
1,173
+7
+0.6% +$326 ﹤0.01% 567
2024
Q1 		$53.8K Buy
1,166
+3
+0.3% +$132 ﹤0.01% 565
2023
Q4 		$49.2K Buy
1,163
+2
+0.2% +$79 ﹤0.01% 566
2023
Q3 		$44.6K Sell
1,161
-447
-28% -$18K ﹤0.01% 562
2023
Q2 		$63.1K Hold
1,608
– – ﹤0.01% 499
2023
Q1 		$65.6K Buy
1,608
+5
+0.3% +$201 ﹤0.01% 490
2022
Q4 		$62.3K Sell
1,603
-2,272
-59% -$85.1K ﹤0.01% 492
2022
Q3 		$138K Sell
3,875
-479
-11% -$19.8K 0.01% 363
2022
Q2 		$189K Sell
4,354
-1,294
-23% -$57.8K 0.01% 333
2022
Q1 		$275K Buy
5,648
+657
+13% +$33.4K 0.01% 307
2021
Q4 		$288K Buy
4,991
+3,562
+249% +$223K 0.01% 309
2021
Q3 		$92K Buy
1,429
+1,194
+508% +$80.4K ﹤0.01% 442
2021
Q2 		$16K Hold
235
– – ﹤0.01% 820
2021
Q1 		$16K Hold
235
– – ﹤0.01% 711
2020
Q4 		$16K Buy
+235
New +$14.5K ﹤0.01% 670

Other funds holding FPXI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Sandy Spring Bank reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 3.2% in Q1 2025, selling an estimated $1.89K and leaving 1,138 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Sandy Spring Bank first reported a position in FPXI in Q4 2020 and has held it in 18 quarters since. The position peaked at $288K in Q4 2021. 69 funds tracked by Wall St. Rank hold FPXI as of Q1 2025.

  • Sandy Spring Bank held 1,138 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $53.6K as of Q1 2025.
  • Sandy Spring Bank sold 38 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q1 2025, an estimated $1.89K.
  • First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #562 holding.
  • Sandy Spring Bank first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2020 and has held it in 18 quarters since.
  • Sandy Spring Bank's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $288K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q1 2025.

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