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 Q2	$4.89K	Buy	+86	New	+$5K	﹤0.01%	428
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 $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lloyd Advisory Services's FEP Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q2 2026: 86 shares worth $4.89K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FEP as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FEP in Q4 2019 and has held it in 12 quarters since. The position peaked at $18K in Q3 2021. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

Lloyd Advisory Services held 86 shares of First Trust Europe AlphaDEX Fund worth $4.89K as of Q2 2026.
First Trust Europe AlphaDEX Fund was a new Lloyd Advisory Services position in Q2 2026.
First Trust Europe AlphaDEX Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #428 holding.
Lloyd Advisory Services first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's First Trust Europe AlphaDEX Fund position peaked at $18K in Q3 2021.
137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.