Sandy Spring Bank’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,207	Closed	-$84K	–	846
2017 Q4	$84K	Hold	1,207	–	–	0.01%	370
2017 Q3	$81K	Hold	1,207	–	–	0.01%	372
2017 Q2	$81K	Hold	1,207	–	–	0.01%	386
2017 Q1	$75K	Hold	1,207	–	–	0.01%	396
2016 Q4	$69K	Buy	+1,207	New	+$69.9K	0.01%	399

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Sandy Spring Bank's FXH Position: Q1 2018 in Review

Sandy Spring Bank sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2018, closing a stake of 1,207 shares — an estimated $84K sold.

Sandy Spring Bank first reported a position in FXH in Q4 2016 and held it in 5 quarters. The position peaked at $84K in Q4 2017. 147 funds tracked by Wall St. Rank hold FXH as of Q1 2018.

Sandy Spring Bank reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
Sandy Spring Bank sold 1,207 First Trust Health Care AlphaDEX Fund shares in Q1 2018, an estimated $84K.
Sandy Spring Bank first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2016 and held it in 5 quarters.
Sandy Spring Bank's First Trust Health Care AlphaDEX Fund position peaked at $84K in Q4 2017.
147 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2018.

Based on Sandy Spring Bank's 13F filing for Q1 2018, filed 4 May 2018.