Lloyd Advisory Services’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Lloyd Advisory Services’s Portfolio FEP Stock Details FEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-29	Closed	-$1.58K	–	909
2025 Q4	$1.58K	Buy	+29	New	+$1.5K	﹤0.01%	461
2022 Q2	–	Sell	-242	Closed	-$9K	–	227
2022 Q1	$9K	Sell	242 -152	-39%	-$6.08K	﹤0.01%	402
2021 Q4	$17K	Sell	394 -24	-6%	-$1.03K	0.01%	302
2021 Q3	$18K	Buy	418 +25	+6%	+$1.09K	0.01%	258
2021 Q2	$17K	Buy	393 +175	+80%	+$7.59K	0.01%	243
2021 Q1	$9K	Buy	218 +5	+2%	+$199	﹤0.01%	241
2020 Q4	$8K	Sell	213 -11	-5%	-$392	﹤0.01%	210
2020 Q3	$7K	Sell	224 -29	-11%	-$963	﹤0.01%	201
2020 Q2	$8K	Buy	253 +60	+31%	+$1.72K	0.01%	190
2020 Q1	$5K	Sell	193 -6	-3%	-$202	﹤0.01%	177
2019 Q4	$7K	Buy	+199	New	+$7.16K	0.01%	231

Other funds holding FEP

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Lloyd Advisory Services's FEP Position: Q1 2026 in Review

Lloyd Advisory Services sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2026, closing a stake of 29 shares — an estimated $1.58K sold.

Lloyd Advisory Services first reported a position in FEP in Q4 2019 and held it in 11 quarters. The position peaked at $18K in Q3 2021. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

Lloyd Advisory Services reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 29 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $1.58K.
Lloyd Advisory Services first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and held it in 11 quarters.
Lloyd Advisory Services's First Trust Europe AlphaDEX Fund position peaked at $18K in Q3 2021.
130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.